Syncta

How purveyors can add physical location types where an assembly can be installed

Adding and Updating Location Types

How purveyors can add sub location types where assemblies are installed

Adding and Updating Sub Location Types

Adding and Updating Hazard Types

How water purveyors can add survey certification information to a user profile

Adding a Survey Certification Number to a User Profile

What each external user role can do in a water purveyor's submission portal

External User Role Definitions

Options that water purveyors can use to set up their customer and submission portals

Setting Up the Customer and Tester Portals

Shows water purveyors how to add/update companies that will submit tests to their submission portal

Adding and Updating External Companies

Shows water purveyors how to add/update users that will use their submission portal

Adding and Updating External Users

Shows water purveyors how to add/update gauges that will be used by external testers in the tester submission portal

Adding and Updating External Gauges

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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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