Fidu

Deep dive on how to set up projects inside of Fidu

How to Get Started with Projects

How to Create an Onboarding Workflow

How to Limit Project Usage Inside a Service

How to Set Up Project Upsells

Send a bulk message, or change the client experience for many clients at once with Run for Clients

Running a Workflow for Multiple Clients

Creating a video-based course for clients

Kimberly Bennett

Blaine Korte

Build client-centric workflows to roll out your projects, messages and more. 

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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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