Agendrix

Organizations, Locations, Positions.. What to Use?

How to structure your account using organizations, locations and positions

How to create a new organization

How to create, manage or delete multiple locations in Agendrix

How to Create and manage locations

How do you manage multiple sites or locations? How do I separate departments?

How to Manage Multiple Locations or Separated Departments

How to add colours to positions and create sub-positions

How to manage positions and sub-positions

What resources are used for and how to use them. Introduction to resources.

How to use resources

Start with resources. Create, modify, and delete resources. Resource management.

How to create and manage resources

How to manage mobile employees working at multiple sites in the same week.

How to manage mobile employees with multiple job sites

Mark Borham

Angevie Pié-Gaillardetz

Organizing Your Structure

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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.

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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.

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.

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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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