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It's your turn to review the invoice when:

Your name/initials are showing as white/gray in the current stage on the invoice search page

- Your name/initials are showing as white/gray in the current stage on the invoice search page

The Workflow module is showing "You" as the next approver:

- You are reviewing stage #1, OR
- The Workflow module is showing "You" as the next approver:

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It's your turn to review the invoice when:

Your name/initials are showing as white/gray in the current st...

When is it my turn to review an invoice?

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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.

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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.

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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