Baseline

📣 Webinar #2 Scheduled 📣

Our next live webinar will be taking place on September 10th @ 1:00 PM (ET). Please contact <a href="mailto:support@baselinesoftware.com" rel="nofollow noopener noreferrer" target="_blank">support@baselinesoftware.com</a> to RSVP.

For more information on our latest feature releases, see <a href="https://help.baselinesoftware.com/en/collections/8084711-what-s-new">What's New</a>.

Join the Baseline CS team for a walkthrough of several new features released during June and July 2026.

Webinar #1 Recording

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Trust and Compliance

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Create your workspace and invite the people you work with.

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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.

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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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