Ploomes

This article is destined for administrator users and provides an introductory overview of the main points to consider regarding users management and their account access levels.

Users and access levels: Introduction

What are user permission levels?

How to edit a user profile’s permissions?

When I try to save a new permission setting, I get an error. What could be the reason?

User Teams

Managing Users

During the CRM implementation phase or as your team grows, it is necessary to invite new users to use the platform.

How to create a new user

Error when registering a new user

This article is destined for administrator users and provides a step-by-step guide on how to deactivate a user, including how to manage what happens to the data and responsibilities after…

How to deactivate a user

There are certain scenarios in which it becomes necessary to change a user's email address.

How to change a user’s email address

A user has left the company and another will take their place?

Ítalo

João Pedro Ledo

Gustavo Leal

Users

Universidade Ploomes

Quem somos

Módulos

Documentação da API

Termos de uso

Integrações

Política de privacidade

Preços

Contato

API documentation

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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.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.

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