Properly Inc.

Properly Team

Work as a Team

Create a company account that can be shared with team members, service providers, owners, and consultants.

Create a Company Account

Invite your team members to join your company account and configure permissions for each employee.

Invite Your Team Members

Change is a part of life. You can always edit or remove access for a team member at any time.

Edit or Remove Access

Onboard Your Company

Learn why and how you can share access to your account with trusted service providers, owners, and consultants.

Invite Your Service Partners, Owners, and Consultants

Nothing lasts forever. You can always edit or remove access for a service provider, owner, or consultant.

Onboard Your Service Providers

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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.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.