INGENIOUS.BUILD

Add New Company

This article provides an overview and step-by-step guide for adding and managing external contacts in your company's workspace using the Contacts feature.

Add New Contact

This article details managing contacts and companies in INGENIOUS.BUILD, focusing on adding contacts, linking trusted domains, and ensuring seamless workspace setup.

How to Import Contacts

Gain a better understanding of companies, contacts, and vendor management issues in INGENIOUS.BUILD.

Contacts FAQs

This guide walks you through the process of creating and managing contacts in a trusted Domain, including how they appear in the Contacts module and the Project Directory across connected…

What You Need to Know About Trusted Domains and Adding Contacts

JD Williams

Carmela Flores

Mariah Eve Taborada

This collection guides you through essential steps for managing contacts and companies on INGENIOUS.BUILD.

Contacts

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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.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

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.

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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