Oasys

Get set up in the Oasys client portal: accept your invite, complete your profile and learn what each menu tab is for.

Getting started with your Oasys portal

How to accept your invite, sign in, reset your password, use two-factor authentication and fix common sign-in errors.

Signing in, invites and password help

A tour of your Home page: Today's Agenda, Overview cards, announcements, your to-do list, notifications and search.

Navigating your Home

How to update your profile, choose notifications, set your time zone and theme, secure your sign-in and delete your account.

Your profile and settings

How guardians switch between their own and their children's accounts, and what each login can see on a minor's account.

Switching accounts (guardians and minors)

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Getting started

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Terms of Service

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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.

{appName} in 60 seconds

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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