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You can enable or disable the CRF (Customer Reference Field) tab within the Client Maintenance screen for each Employer by following these steps:

Click Setup then choose Employer Maintenance

Select or clear the Use Customer Reference Fields check box.

1. Click Setup then choose Employer Maintenance
2. Click the 8_Details tab.
3. Select or clear the Use Customer Reference Fields check box.

Learn where to Enable the Customer Reference Field tab within Client Maintenance.

Enable Customer Reference Field tab (CRF) for Clients

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Create your workspace and invite the people you work with.

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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.

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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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