Raken

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

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Create your workspace and invite the people you work with.

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

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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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