Vault Platform

Configure HRIS integration

Instructions for enabling SCIM integration with Okta, OneLogin, AzureAD, and ADP

Enable SCIM Integration with Identity Management Provider

SSO setup - Microsoft Entra ID SAML

This document is a step-by-step guide to setting up Security Assertion Markup Language (SAML) SSO using Okta and will allow users to fully migrate to using Okta as their login…

SSO setup Okta - SAML

This document is a step-by-step guide to setting up a System for Cross-domain Identity Management (SCIM) integration using Okta and will allow users to fully migrate to using Okta as…

SSO setup OKTA - SCIM integrations

Allowlist Vault for email deliverability

Instructional steps to add your company's logo to Open Reporting

Add your company's logo to Open Reporting

Tori Reichman

Oluwaseyi Bakare

Configure security settings and access permissions

Security and access settings

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Create your workspace and invite the people you work with.

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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.

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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.

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

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

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

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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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