Yardi Kube

Converting a member to a lead

Deducting member one-time hours/credits

Deducting member one-time coworking passes

Updating member custom fields

Updating member portal roles

Assigning a major and minor to a member

Assigning an industry type to a member

Assigning a user and company type to a member

Archiving and activating a member

Adding a member

Reviewing member history

Updating a member's email address/username

Viewing and editing a member's additional companies

Reviewing and editing member information

Unbanning a member

Banning members

Consolidating a member record

Member Information

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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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