Raken

How to Use the Raken Company Directory

In this article, learn the difference between team members, Project Workers, and Workers in Raken and when to use each role.

Team Members vs. Workers in Raken

Overview

In this article, learn how to add, invite, and manage employees in the Raken Company Directory.

How to Add and Manage Employees in Raken

In this article, learn how to bulk upload employees to your Raken company directory using a CSV file.

How to Upload Employees in Bulk in Raken

Employees

Learn what Raken Collaborators are, what they can access, and how to invite, manage, and remove collaborators from your projects on web and mobile.

How to Invite and Manage Collaborators in Raken

Collaborators

In this article, learn how to add and manage companies in the Raken Directory, and how to assign them to projects so they appear in Work Logs and other project…

How to Add and Manage Companies in Raken

In this article, learn how Raken's Company Directory and Project Directory work together to help you manage your team, companies, and contacts.

Getting Started with Team and Company Management in Raken

Companies

In this article, learn how to add, edit, and manage third-party contacts in Raken's Company Directory to keep your project collaborators organized.

How to Manage Contacts in Raken

Contacts

In this article, learn how to assign user roles and adjust permissions for your team members in Raken.

How to Manage User Roles & Permissions in Raken

Roles and Permissions

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

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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.

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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