CloudExtend

ExtendInsights | Manage users and licenses in the CloudExtend portal

Licensing: Manage ExtendInsights Licenses and Administrator users

ExtendInsights Excel Apps | How to set up ExtendInsights other connections

Admin: ExtendInsights Setup Guide (Other Connections)

ExtendInsights Apps | How Admins can install ExtendInsights Apps for multiple users at once

Admin: ExtendInsights can be installed by your Microsoft 365 Admin

ExtendInsights | Generate a read-only API key for Stripe

Admin: Create a Stripe Restricted API Key

ExtendInsights | Generate a read-only API key for Chargebee

Admin: Create a Chargebee API Key

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Admin Setup Guide

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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.

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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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