Fieldguide

Modify engagement properties and access admin privileges

Admin Settings

Modify firm-wide settings and information

Edit your company details

Set an inactivity timeout

Set a file name character limit for document exports

Use departments to manage engagement visibility

Configure departments

Firm Settings

Configure roles, permissions, and access for firm users

Firm permissions and roles

Client permissions overview

Manage firm user access to an engagement

Set client permissions on sheets, requests, documents, and more

Manage client access to an engagement

Custom engagement permissions for firm users

Provide limited access to an external auditor

Setting up peer reviewer access

Grant user management access to designated IT admins without full system or firm admin privileges

Firm IT admin role

Roles & Permissions

Create user accounts and edit users at your firm

Manage firm user accounts

Bulk import user accounts

Support user accounts can be used for testing and demonstration purposes.

Support user accounts

Set up multi-factor authentication

Reset a user's MFA

Password expiration policy

Enable your company's users to sign in with SSO

Configure SSO for your company

Manage Fieldguide user accounts via your identity provider

SCIM provisioning

Learn about each status in the Users menu (Invited, Verified, Active, Inactive, Deleted) when a user moves between them, and where to view this

User account status types

Manage user accounts and other authentication settings

Users & Authentication

Manage client companies

Client Users

Clients

Create a framework for your sheets and controls

Create a framework

Frameworks

Use control sets as a template of standard controls and mappings

Using control sets

How do I clone an existing Control Set?

SOC 2 example controls

Control Sets

Fieldguide Status

Fieldguide University

Fieldguide Changelog

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

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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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