SILO Compliance

This procedure is provided as a step-by-step visual guide with screenshots.

<b>View the step-by-step guide:</b><br><br><a href="https://scribehow.com/o/7r7I4aN7R36ozBvkhKzXsA/viewer/How_to_Search_and_Filter_Profiles__z1wmYsb6QY-azy3Ww7XAbA" rel="nofollow noopener noreferrer" target="_blank">https://scribehow.com/o/7r7I4aN7R36ozBvkhKzXsA/viewer/How_to_Search_and_Filter_Profiles__z1wmYsb6QY-azy3Ww7XAbA</a>

This guide explains how to use Profile Search and the Risk Report to locate profiles, apply filters, review client information and export results.

How to Search and Filter Profiles

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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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