Smart Access

John White

Best practices, use cases and knowledgebase for organization, project, users and integrations management

Platform Administration 

Provisioning refers to the process of activating and associating content or actions to QR or NFC triggers

Provisioning Triggers

Admin guides for managing facilities, user roles, permissions, and hierarchies in Smart Access. Covers setup, structure, and governance practices

Organization Management

This article outlines the process for integrating your existing Single Sign-On (SSO) infrastructure with Smart Access

SSO Integration Guide for Smart Access

Resources for adding users, assigning roles, managing permissions, and maintaining security. Includes onboarding workflows and access control guides

User Management & Administration

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

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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