HosPortal

Staff

Learn how to find other users at your location and their contact details

View Staff (for users)

Subscribing to HosPortal's iCal service

See how you can view other users at your location, their contact details and calendar

View other Staff (for users)

How to reinstate an inactive profile

Roles

These are the instructions on how to add new users in HosPortal

Adding new users (video)

Ending a user role and removing users

Teams

This article explains how you can add another user as a site admin

Adding another user as a site admin

How to Check a User's Permissions

Generate and download a staff data report from HosPortal.

Exporting the Staff List

Articles on adding and managing new users or staff to HosPortal for admins

Adding and Managing Staff (for admins)

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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.

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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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