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Create custom roles to assign consistent permissions to your team — Keep your workspace secure and compliant.

Manage permissions effortlessly with custom roles

Not sure which permissions you teammates need? Follow this guide to create custom roles.

Set up custom roles with recommended permissions

Best practices for adding your Support team to Intercom

We'll walk you through how to test Intercom before going live and how to roll out Intercom to your prospects and customers.

Best practices for testing Intercom and going live

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Alek Toumert

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Create your workspace and invite the people you work with.

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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.

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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.

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.

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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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Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

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