Weflow

Invite members, set Member or Admin permissions, assign teams, deactivate or reactivate users, and resend invites from the Users section of the Admin Console.

Managing Users in the Admin Console

Create manual or dynamic Teams in the Admin Console to filter views by owner, assign templates, and enroll users in Activity Capture automatically.

How to Create and Manage Teams

Profiles have been replaced by Teams as of June 2025.

Profiles (Legacy)

Weflow respects Salesforce permissions by default. Use Permission Settings only to go further: enable read-only mode or allow editing on specific fields only.

How to Configure Permission Settings in Weflow

User Permissions

Set up profiles, define note, sidebar and pipeline templates, assign them, and invite new team members so they follow your sales process from day one.

How to Onboard New Hires With Profiles and Templates

Add users, build teams and set permissions.

Users & Permissions

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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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Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.

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