ERP - Core

In the ADM Client, you can duplicate an existing integration link by following these steps:

Click System Control, then click Integration.

Click Integration Links and select the Integration Link that you wish to duplicate.

Enter the name of the database for which the new integration link applies, then click Duplicate.

Repeat steps 1 to 3 for each integration link that you wish to duplicate.

1. Click System Control, then click Integration.
2. Click Integration Links and select the Integration Link that you wish to duplicate.
3. Click Duplicate Integration Link.
4. Enter the name of the database for which the new integration link applies, then click Duplicate.
5. Repeat steps 1 to 3 for each integration link that you wish to duplicate.

Duplicate an integration link

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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.

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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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