Roster

Engage Your Brand Advocates with Roster CRM in 4 Easy Steps

Overview of the Contact Profile

Adding Contacts Manually: A Step-by-Step Guide

This article will show you how to upload your contacts into Roster via a CSV file.

Upload Contacts via CSV

Reviewing Applications

Maximizing Your Social Feed: A Comprehensive Guide

Mastering Filters in Your Contacts Management System

Resolving Duplicate Ambassador Profiles: A Step-by-Step Guide

Guide to Contacts

Marcella Edwards

Caroline Arlasky

Contacts

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Roster Homepage

Ambassador Support

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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.

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.

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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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