Matchio

6. Fill in the Company Profile, click next.

7. Complete the Business Address, Travel, Housing, and click Save.

8.  Now back on the Programs Dashboard, click on Create Housing. 

 9. Click on New Housing location to add.

10. Provide complete details for all housing provided. Click Next

11. Upload any photos of the housing, then click Save.

Next: Return to the Dashboard, then click on your program under Partnership to get started.

This guide walks you through the initial configuration process for your new Matchio account. By following these steps, you will successfully set up your company profile, location details, and user permissions to get started.

[H] Host Accepts Matchio Invitation, Sets Up Credentials, Logs In

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Create your workspace and invite the people you work with.

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

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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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