ClientSuccess

Learn how to set up the Google Calendar integration to display meetings in the Task Dashboard and auto-create engagements in ClientSuccess.

Google Calendar Integration

Learn how to set up the Microsoft Outlook Calendar integration to show meetings on the Task Dashboard and auto-create engagements in ClientSuccess.

Microsoft Outlook Calendar Integration

Articles regarding individual user calendar integration setup and management

Calendar Authentication

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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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