Beamible

Explaining what the Beamible Template Library is

What is the Beamible Template Library?

Explaining what a role template is in Beamible

What is a role template?

Is a role template like a job description?

Saving a customised role template in Beamible

How do I save a customised role template?

How do I create a new role template?

Adding a Beamible role template into your Team Design

How do I add a Beamible role template into my Team Design?

Explaining what 'enabled' toggle means when it comes to role templates

What does the 'enabled' toggle mean in the role template details?

Deleting a role template from the Beamible Template Library

Can I delete a role template from the Beamible Template Library?

Who can make edits to the Beamible role templates?

Making edits in the Beamible Template Library

Who can make edits to the Beamible Template Library?

Gill

Beamible Template Library

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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.

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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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