Tribal Habits

Review the IT requirements for your Tribal Habits portal, including single sign-on (SSO), custom domains, safelisting emails and domains, and security features such as MFA and session timeouts.

Step 1 - IT set-up and security

In this step, you'll set up your Admin users.

Step 2 - Admins and key contacts

In this step, you'll set up your portal's branding.

Step 3 - Branding

In this step, you’ll set up some custom fields for your users and categories for your training.

Step 4 - Fields and categories

In this step, you’ll set up your users.

Step 5 - User set-up

Joey Halbert

Set up your portal and add your users, ready for your first training.

Implementation Phase 1: Initial settings

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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.

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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.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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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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