Parallel

Create the types of profiles and their properties with which you want to organize your organization's information.

Creating different types of profiles

Activate alerts in the properties of your profile types and Parallel will notify you when a due date is approaching.

Set up your alerts in Parallel

Manage the visibility of the properties of a profile

Learn how to easily link your templates with profiles to store and organize the information collected in the parallels.

Link Your Templates with Profiles

Enriching profiles from external sources

Recover deleted profiles

Automatically update client profiles when closing a parallel

Updating profile fields on parallel close

Learn how to configure profile access rules by team, restrict profile visibility and check permissions with the access simulator.

Control which profiles each team can see

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Profiles

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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.

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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