Office & Dragons

Learn how permissions are applied to the workspaces and matters you share with other people in Office & Dragons

Permissions overview

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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.

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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.

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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.

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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	Owner	Full	Edit	Comment	View
Delete workspace	✅	✅
Share workspace	✅	✅
Make workspace public/private	✅
Edit members permissions	✅	✅
View in trash	✅	✅
Restore trash	✅	✅
Delete Permanently	✅	✅
Create a matter	✅	✅

	Owner	Full	Edit	Comment	View
Create a tab	✅	✅	✅
Delete tab	✅	✅	✅
Share workspace	✅	✅
Make workspace public/private	✅
Edit members permissions	✅	✅
Start with a template	✅	✅	✅	✅	✅
Clone matter	✅	✅	✅	✅	✅
Delete matter	✅	✅	✅
Edit form	✅	✅	✅
View form	✅	✅	✅
Create comments	✅	✅	✅	✅
View files	✅	✅	✅	✅	✅
Export	✅	✅	✅	✅	✅
Import	✅	✅	✅
Wrap/unwrap	✅	✅	✅	✅	✅
Hide column	✅	✅	✅
Power-ups	✅	✅	✅
Editing options	✅	✅	✅
Sort	✅	✅	✅

Permissions overview

Workspace

Matter