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1. Click on the Settings icon in the bottom left

2. Click on Company Settings option in the Settings menu

3. Click on the Report Templates section in the Company Settings nav

4. Click on the copy/duplicate icon at the bottom of the card for the report template that you'd like to duplicate

Click on the double page icon to duplicate a template

5. Edit the name and description for the new report template in the dialogue

Choose the name and description of the copy on Duplicate Template dialogue

In this guide, you will learn how to duplicate a report template in your Company Settings

How to duplicate a report template

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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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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.

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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.

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.

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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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