AutoRFP.ai

Invite team members and assign roles in AutoRFP

How to Create and Invite your Team to AutoRFP

Import multiple users from Excel or CSV files

How to Bulk Import Users into AutoRFP

Learn role capabilities and configure organizational permissions

How to Understand User Roles and Permissions

Configure notification preferences for project activities and content management

How to Manage User Notifications in AutoRFP

Configure Single Sign-On for enhanced security and simplified login across your organization

How to Enable Single Sign-On (SSO) in AutoRFP

Authenticate and log in to AutoRFP.ai using Okta and SAML

How to Configure SAML SSO with Okta

Enable users to access AutoRFP directly from their Okta dashboard

How to Configure IDP-Initiated SSO in Okta

Troubleshoot missing Google sign-in popup during authentication

How to Diagnose Login Issues in AutoRFP

Customize role-based permissions to match your organization's workflow

How to Configure User Permissions in AutoRFP

Automatically sync users and groups from your identity provider to AutoRFP

How to Activate SCIM in AutoRFP

Enable automatic user syncing between Okta and AutoRFP

How to Enable SCIM 2.O Provisioning with Okta

Enable automatic user syncing between Microsoft Entra ID and AutoRFP

How to Enable SCIM 2.0 Provisioning with Microsoft Entra ID

Customize your dashboard experience by toggling between the new task-driven dashboard and the classic layout

How to Switch Between the New and Classic Dashboard

Jasper Cooper

Louis Lloyd-Besson

Saul Bard

Managing your Users, Organisation and Integrations

Users & Organization

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