WIZniche

A guide to navigating the Property List Page.

Property: How to View the Property List

Updating address or facility information for an existing location.

Property: How to Edit a Property

The correct workflow for archive or soft delete a property from your system and then to recover it.

Property: How to Delete or Recover a Property

Configuring which data columns are visible on your List Page.

Property: Customizing the Property List View

How to upload a large list of locations at once.

Property: Importing Properties in Bulk Via CSV

Creating reports or hard copies of your property list.

Property: Exporting and Printing Property List

Managing Properties

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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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