Kaylee Welling

Annie Cox

Olivia S.

Help articles for admins, attorneys, and associates for summer programs

Work Allocation

Work Allocation FAQ: Admins

Creating Programs and Evaluations

How Admins can create, solicit, and manage projects

Managing Projects

Groups allow you to organize Summer Associates within a program into smaller cohorts.

Groups

Managing Evaluations

Admins

Work Allocation FAQ: Summer Associates

Everything you need to know about using Flo as a Summer Associate!

Summer Associate Overview

Your full guide to adding projects and completing evaluations.

Work Allocation: Attorney Overview

Contributor Roles View

Work Allocation FAQ: Contributors

Articles for Contributors, Attorneys, and Summer Associates

Non-Admins

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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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