Tabflows

If you’re running into issues logging in, here are some quick troubleshooting steps you can follow.

I'm having trouble logging in to Tabflows

Can I keep Tabflows signed in longer/indefinitely?

Encountering login error of systems in the Tabflows side view

I could not login to a system through the Tabflows side view

How to switch between Sidebar and Side Tab views

How to add systems to your Tabflows

How to remove systems from your Tabflows

Patient search (legal name vs. preferred name)

Adam Bragg

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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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