Martide Software

Bulk Importing Seafarer Profiles, Documents & Notes

Expiring Documents Notifications

How to Add Alternative Documents to Data Templates

How to Add Appraisal Types

How to Add Assessments

How to Add Assessment Types

How to Add Classification Societies

How to Add Your Clients

How to Add Component Documents

How to Add Countries

How to Add Custom Document Types

How to Add Departments

How to Add Discharge Reasons

How to Add ECDIS Types

How to Add Employment Documents

How to Add Languages

How to Add National Required Documents

How to Add a NFR Reason

How to Add Note Types

How to Add Ranks

How to Add Seafarer Lead Sources

How to Add Unions

How to Add Vessel Custom Fields

How to Add Vessel Document Types

How to Add Vessel Types

How to Add Visa Types

How to Add Working Gear

How to Add Working Gear Types

How to Bulk Import Notes to Seafarer Profiles

How to Change Rank Abbreviations

How to Check Your Audit Logs

How to Copy a Data Template

How to Create Appraisal Forms

How to Create a Form

How to Create Seafarer Pools

How to Create User Accounts

How to Create User Groups

How to Create Vessel Groups

How to Manage Pipelines

How to Rename Documents

How to Select Your Manning Agents

How to Select Your Travel Agents

How to Send a Form to a Seafarer

How to Set Visa Exceptions

List of General Permissions

What Are Document Assembly Tags?

What Are Document Assembly Templates?

What Are the Stages in a Pipeline?

How to Add Medical Documents

How to Add Vaccination Documents

How to Add Insurance Documents

How to Add Certificates

How to Add Training Documents

How to Add Licenses

How to Add Travel Documents

How to Add Endorsement Types

Payroll Settings

Eve Church

Sam Hamilton

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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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