ProDeal

Join the host team of any room created by a colleague from your organization if you are an organization admin.

Join any room created by your Organization

Restrict access to only approved external guests/domains as an org admin

Guest Access Approval

Org Admins have the option to enable Single Sign On (SSO) for their Organization.

Single Sign-On (SSO) for your Organization

Org Admins can require MFA for all guests outside the organization that are invited or present in the organization's rooms.

Require Multi-Factor Authentication (MFA) for Guest Users

Log into Prodeal faster and without a password

Login Links

Satisfy document retention and discovery requirements with this simple feature.

Compliance Reporting

Add additional security by enforcing multi-factor authentication (MFA) for all members of your organization

Require MFA for Organization Members

Learn more about the difference between a Pro User and a Basic User.

What are Pro Users and Basic Users?

This article explains the role of an org admin and what they can do

What is an Org Admin?

Company level reporting: downloading organization report as .CSV

Download your Organization Rooms Report (CSV)

How to Activate and Deactivate users from your organization

Activate or Deactivate Users

As an Org Admin, you can access and edit advanced room settings.

Advanced Room Settings: Custom attributes

Organization Activity

Modify user access and permissions within your organization.

User Management

Vincent Alfieri

Judy Ann Vargas

Ian Group

Org Admins

ProDeal Login

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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.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.