Way We Do

Training for your team to understand the dashboard.

01. Team Training - Dashboard

Training for your team to understand how to navigate Way We Do.

02. Team Training - Navigating Way We Do

Training for your team to understand the different content types in Way We Do

03. Team Training - The different content types

Training for your team on how to use Activated Checklists

04. Team Training - Using the Activated Checklist

Training for your team on how to complete quizzes

05. Team Training - Completing a Quiz

Training for your team on how to understand Reminders in Way We Do

06. Team Training - Reminders in Way We Do

Training for your team on how to accept procedures

07. Team Training - Performing an Acceptance

Training for your team on how to use the Search & Advanced Search features

08. Team Training - Using Search & Advanced Search

Training for your team on how to access and understand the Company Structure

09. Team Training - The Company Structure

Training for your team on how to access and understand the reports available to them.

10. Team Training - Accessing Reports

Training for your team and the email notifications they'll receive

11. Team Training - Email Notifications

Training for your team on how to change their details, including their password

12. Team Training - Updating My Details or Password

Instructions for how to add a profile picture (avatar) to your account in Way We Do

Adding a Profile Picture (Avatar) to your Way We Do Account

Jacqui Jones

Self-paced training on how to use Way We Do

05. Team Member Training Center

Find answers and get help from Intercom Support and Community Experts

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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.