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Tech jargon can make simple concepts sound incredibly complicated - we've broken down the process to set up an SFTP in an easily digestible format.

How to Set Up an SFTP Integration

How to resolve connection errors, missing files, and data sync alerts for SFTP.

This feature is only available for Elevated or Enterprise accounts.

Troubleshooting SFTP Integration Issues

Beta Integrations

Automate roster syncs using secure CSV file transfers.

Secure File Transfer (SFTP) & Beta Programs

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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.

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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.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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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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