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BoardWorks Quick Start Guide - External Attendee Access

BoardWorks Quick Start Guide - User Management & Docusign Integration

BoardWorks Quick Start Guide - User Deletion

BoardWorks Quick Start Guide - Microsoft 365 Integration

BoardWorks Quick Start Guide - Multifactor Authentication

BoardWorks Quick Start Guide - Evaluations

Learn how to use the new BoardWorks login screen on iPad and iPhone, including selecting the correct region and signing in for the first time.

New Login Experience for iPad and iPhone

Enhanced Administrative Visibility and Access Controls

BoardWorks Quick Start Guide - BW 8.6

BoardWorks Quick Start Guide - BW 8.7

A collection of guides focusing on new functionality 

BoardWorks QuickStart Guides

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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.

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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.

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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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