TaskOn AI

1. Go to Team in the sidebar
2. Click Invite Member
3. Enter their email and choose a role

Team member limits depend on your plan: Scout (2), Guard (5), Shield (10), Fortress (unlimited).

Organization Owners can rename the workspace from Settings → Organization. Only Owners can do this — Managers see the field but can't edit it.

Invite Your Team

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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.

{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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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.

Role	Display Name	Permissions
Owner	Owner	Full access — manage organization, billing, members, data, and pipeline
Admin	Manager	Manage data, trigger pipeline runs, invite/remove members
Member	Viewer	View-only access to dashboard, violations, retailers, and exports
Sales Rep	Sales Rep	View only their assigned retailers and related violations

Invite Your Team

Team Roles

Renaming your workspace