Gather

How do I add organizations or companies to my contacts in Gather?

Contacts: How to add organizations

Add tags to the organizations in your Contacts (suppliers/manufacturers, contractors, clients, etc.) so you can filter and find what you need at a glance.

Organize and filter Your Contacts with Tags

Learn how to add a person to your contacts list.

Contacts: Adding People

How do I add people to my contacts in Gather?

Contacts: Adding People to an Organization

Learn how to add and remove a contributor from the Overview section of your project.

How to add and remove a contributor?

What can a Contributor do or see within a project?

Understanding "Other Contributors" in the Overview

Scottie Elliott

Ashley Casler

Gather's Contact 'Rolodex' is pretty awesome. Learn all about it.

Contacts

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Create your workspace and invite the people you work with.

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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.

{appName} in 60 seconds

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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