Approve

To view attached documents in Access Approve, the user must have access to Workspace Document or Access Document Management.

Select **Document** and grant the **User with Web access** role.

1. Go to <b>Members</b>
2. Search for the user's name.
3. Click **Manage Roles**.
4. Select **Document** and grant the **User with Web access** role.
5. Click **Save**.

User cannot view attached documents in invoices

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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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