OFM Pro

Team management in OFM Pro allows you to collaborate with colleagues by inviting them to your workspace with different permission levels.

👥 How to Invite a Team to OFM Pro

🧑‍🤝‍🧑 Managing Your Team

How to Remove a Team Member from Your OFM Pro Account

❌ How to Remove a Team Member

How to Change a Team Member’s Role or Permissions in OFM Pro

🔧 How to Change the Permissions or Role of a Team Member

Manage your teams permissions, roles and access

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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.

{appName} in 60 seconds

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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