Simply Stakeholders

Learn how to manage users, access levels and apply access security settings

User Management

How to use Microsoft Single Sign-On for Simply Stakeholders.

Microsoft Single Sign-On (SSO)

Setting up Okta Single Sign On for Simply Stakeholders.

Okta SSO

Set up Microsoft Single Sign-On for Simply Stakeholders.

Enable Microsoft Single Sign-On (SSO)

A guide on how you can enable Single Sign-On option's within the Simply Stakeholders application.

Single Sign On

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Create your workspace and invite the people you work with.

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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.

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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.

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.

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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.

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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