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Adding a team member allows you to give another person access to a participant’s information via Portal or Mobile app based on selected permissions.

How to Add a Team member to a Participant

When adding or updating a team member for a participant, you can control their level of access by assigning specific permissions. This allows you to manage what each team member…

Grant Permission to a Team Member

To maintain organised records for each participant, you can upload documents directly to their profile within the system.

How to Add a Document to a Participant

This guide explains how to edit and update a participant’s information within their profile.

How to change or update Participant Information

Exporting data in within the Participants page allows you to easily download participant details, team member access, and headline budget data.

How to Export Participant and Team Member List

How to Manually add a Participant

This section provides an overview of how to navigate a participant’s profile and understand the information available within it.

Navigating the Participant Profile

Participants Page Overview

This allows you to set up Service Agreements and manage how a participant’s budget is allocated or limited for providers.

How to create Service Agreement

This allows you to set up Budget Rule which allows you to control how a participant’s funding can be used by either allowing or restricting specific service items within a…

How to Create a Budget Rule

How to Generate Plan Management Fee

PARTICIPANTS

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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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