Swarm

Connectors and Users work together to build your organization’s relationship graph.

Understanding Connectors and Users

User Roles and Permissions in The Swarm

Invite Connectors via Link

How to customize invitations to new Users?

How many Connectors can I add?

Managing Users as the Team Owner or Admin

Adding Connectors

Team Invite Not Showing?

Export Connectors List as CSV

Requesting and Sharing LinkedIn Connections via the Connector Portal

An invite link is one link your whole team, company or circle of investors and advisors can open to share their network with you. Instead of inviting connectors one by…

Share your network with an invite link

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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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.