Estateably

Organization administrators can invite new users, edit existing profiles, deactivate users, and delete users from Estateably. This article covers each of those actions.

Create and manage users

Create teams in Estateably to organize users by office, jurisdiction, or location. This article explains when to use teams, how to create one, and how to manage existing teams.

Create and manage teams

Answers to common questions about managing users, roles, teams, and permissions in Estateably, including how to invite, edit, deactivate, and delete users.

User and team management FAQs

Inviting users, creating teams and invite status

Members and Teams

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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.

{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.