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Your Profile - This allows you to access to BoardWorks user profile where you can add/update additional information.

Change Password – Use this to change your BoardWorks password.

Change Security Questions – Click here to change your BoardWorks security question which is a requirement of the password reset tool on the login screen.

Board Support – This will display your internal board support information and also allows you to email the Global Support team for assistance.

24/7 Support from CGS - Email the Global Support team using this email

Logout - Logs you out of BoardWorks

- Your Profile - This allows you to access to BoardWorks user profile where you can add/update additional information.
- Change Password – Use this to change your BoardWorks password.
- Change Security Questions – Click here to change your BoardWorks security question which is a requirement of the password reset tool on the login screen.
- Board Support – This will display your internal board support information and also allows you to email the Global Support team for assistance.
- 24/7 Support from CGS - Email the Global Support team using this email
- Logout - Logs you out of BoardWorks

The BoardWorks User Menu

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Create your workspace and invite the people you work with.

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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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