Upflex

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<a href="https://www.loom.com/share/f9b002e758d04f05b34e97b5b6b6c5d0?t=0" target="_blank" rel="nofollow noopener noreferrer">00:00</a> Introduction to Upflex Training ​<a href="https://www.loom.com/share/f9b002e758d04f05b34e97b5b6b6c5d0?t=150" target="_blank" rel="nofollow noopener noreferrer">02:30</a> Types of Workspaces Available ​<a href="https://www.loom.com/share/f9b002e758d04f05b34e97b5b6b6c5d0?t=268" target="_blank" rel="nofollow noopener noreferrer">04:28</a> Managing Reservations and Balance ​<a href="https://www.loom.com/share/f9b002e758d04f05b34e97b5b6b6c5d0?t=405" target="_blank" rel="nofollow noopener noreferrer">06:45</a> Booking a Space ​<a href="https://www.loom.com/share/f9b002e758d04f05b34e97b5b6b6c5d0?t=642" target="_blank" rel="nofollow noopener noreferrer">10:42</a> Best Practices ​<a href="https://www.loom.com/share/f9b002e758d04f05b34e97b5b6b6c5d0?t=755" target="_blank" rel="nofollow noopener noreferrer">12:35</a> Help Center and Support

Video: Learn how to search for spaces, apply filters, review workspace details, and complete a booking from start to finish.

Upflex User Training: How to Book a Workspace

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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.

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Connect the tools your team already uses to bring data in.

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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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