Access Care Rostering

In this article, we explain how to install a data export template from a file.

Install data export templates

In this article, we explain how to import and export files when Access Hosted, and how to manually locate your local folders.

Import and export files (Access Hosted)

In this article, we explain how to run the total over period report by worker or by client.

Total over period report

In this article, we explain how to print reports.

Print a report

In this article, we explain how to print or export a client assessment and send it electronically.

Print or export a client assessment

In this article, we explain how to view the mobile visit offer report and what information it shows.

Mobile visit offer report

In this article, we explain how to run a mileage report and view mileage for staff over a date period.

Run a mileage report

In this guidance, we explain how to fix report preview and printing issues caused by Crystal Reports errors.

Unable to preview or print reports

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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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