Vault Platform

Explore the step-by-step process and best practices for CSV uploads

Manage and invite users with a CSV upload

Answers to any questions relating to CSV upload

Troubleshooting CSV uploads

Re-inviting a user to the mobile app

Instructions for how to remove ResHub (Case Manager, Super Admin + Admin) permissions and what happens when you do.

Remove Resolution Hub Permissions

Permissions can be managed directly from the Resolution Hub

Updating an employee's details or permissions

Roles and permissions in Resolution Hub

Tori Reichman

Information for administrators on how to manage user accounts

Managing users

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{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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