SiteRise

An overview of what a Project is in SiteRise and how the project workspace is organized.

Projects

How Locations work in SiteRise and how they connect to your projects.

Locations

How Companies — internal teams, clients, and external partners — are managed in SiteRise.

Companies

How to upload, organize, and manage project files in SiteRise.

Files

How to upload, organize, and annotate project Photos in SiteRise.

Photos

An overview of SiteRise's core reporting capabilities.

Reporting

How to use SiteRise's global search to quickly find what you need.

Search

How Notifications work in SiteRise and how to customize what you receive.

Notifications

How to set your personal preferences in SiteRise.

Preferences

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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.

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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