Access Policies & Procedures

Here’s your go-to articles to get started with your Access Policies & Procedures journey.

Getting started

Find interactive resources and learn to navigate and use Access Policies & Procedures.

Get started with Access Policies & Procedures e-learning

In this article we explain which app to download and where to sign in to access your policies.

Sign in to my account

In this article we take you through the key areas of your onboarding setup.

Complete the onboarding setup wizard

In this article, we explain what your Policy Management section is for.

Policy Management section

In this article, we explain how to change the organisation address details for your company.

Change the organisation details

In this article we explain how to contact your account manager and how to find out the name of the account manager.

Contact my account manager

Roles

Katie Airey

Asa MacLean

Get started and make the most of your software.

In this article we explain what to do if the logo and branding looks different to what you have uploaded.

Company logo and branding doesn't display correctly

Blank Screen Appearing in the Mobile App

Troubleshooting

📃 Privacy Policy

Useful Links

Care Management Solutions

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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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