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

In this article, learn how to use the Raken Company Directory to manage employees, external companies, and contacts across your organization.

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

Directory Overview

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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.

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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