Catacloud Servicedesk

How to add client companies under your agency in Catacloud, and control which agency members have access to the various companies.

How to add clients to an agency

How to invite users, manage roles and access groups, and give auditors read access without full administrator access.

Roles, auditor access and access groups

A comprehensive guide to roles, access groups and detailed permissions – and why users sometimes cannot perform actions even though they appear to have access.

Access control and user permissions in Catacloud

The Files menu in Catacloud shows individual files by default. Here's how to share files with colleagues and auditors via a department or project.

Why can't I see my colleague's files – and how do I share files?

Florence C.L.H. Kröger-Smedmann

Add clients, manage roles and auditors access, and control who can see and Share files.

Access

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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.

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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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