PeopleXD

The is no current functionality to select or preference formatting within the system at this time.<br><br>Please raise this within <b><a href="https://xd-access-people.ideas.aha.io/portal_session/new" rel="nofollow noopener noreferrer" target="_blank">Ideas Portal</a></b> as a potential future feature. 

CSV has two formatting options on Excel; can these be prioritized.

Interfaces: Export CSV formatting

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Create your workspace and invite the people you work with.

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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.

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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.

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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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