EnviroAutomate

Standard Operating Procedure (SOP) for creating a new user account with login credentials, personal details, email signature, address, and role assignment

Creating a User

Standard Operating Procedure (SOP) for editing a user's account details, personal information, email signature, address, role, and resetting passwords

Editing a User

How to invite new users and update existing user profiles in bulk using Excel files in EnviroAutomate, including the user invitations import and users profile import workflows.

Importing Users in Bulk

Trin Murphy

People who can sign in to your tenant — creating, editing and bulk-importing user accounts and assigning roles.

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Create your workspace and invite the people you work with.

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{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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