SiteRise

A 30-minute guided path through SiteRise for executives and senior stakeholders.

Overview Path

A guided path covering everything Project Managers and Deliverable Owners need in SiteRise.

Project Manager & Deliverable Owner Path

A 45-minute guided path for architects, general contractors, vendors, and other external partners.

External Partners Path

A 2-hour guided path for administrators configuring and maintaining SiteRise.

Administrators Path

Learning Paths of SiteRise for Different Roles

Learning Paths

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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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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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