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The Access Group

Denisa Arjoca

Learn about the components of the Evo Platform and the different tiers available

Evo overview

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Getting started

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Abdukader Habib

Discover our collection about Evo Navigator.

Evo Navigator

Make the most out of Researcher with this guide.

Evo Researcher

Agents Builder

Workflow Automation

Evo Builder

Get started depending on your role and access type.

Platform Admin

Evo Mobile app

Make your Access Evo environment safe and secure using Access Identity.

Security in Access Evo

Expert ways to use Access Evo to empower members to communicate and share with each other including taking advantage of the members section, updating settings, working with colleagues and shared spaces.

Empower your team

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Evo Data Platform

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Productivity Apps

A collection to help you solve and answer your queries.

Troubleshooting 

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This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

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You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

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Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

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Skip the search. Describe what you’re trying to do and get a grounded answer.

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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.