spencer.co

Tom Segers

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How to create Tags

Learn how to assign tags to users in Spencer to better organize and segment your audience.

How to Add a Tag to a User’s Profile

You can add users manually via the backoffice to grant access to the app

How to create a user via manual creation

User management

How to set up User Permissions and Roles

Permissions

Topics are the backbone of your news section, as they are the containers in which your news is structured. Below, we explain how to create a new topic.

How to Add News Topics

Topics

We help you choose between separate doc libraries or only one

How to organize your doc libraries best

Managing Imported Folders After Syncing with SharePoint & Google Drive

How to manage your documents

Share documents from Google Drive & MSFT Sharepoint

Document Library

Contact support

Contact us

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Volume, creators and topics for your company.

Insights

Top creators

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

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Skip the search. Describe what you’re trying to do and get a grounded answer.

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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.

Ship something

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

Connect your stack

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.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.