Access Recruitment CRM

Please <a href="https://help-accessrdb.theaccessgroup.com/en/articles/14285996-how-you-contact-rdb-support-via-the-myaccess-portal">contact us via the MyAccess portal</a> and reference the title of this article. Please also include full details of:

where the customisation is accessed from.

- where the customisation is accessed from.
- how it should be behaving.
- how it is actually behaving.
- along with real examples as appropriate.

This article explains what to do if you experience any of the following:
Customisation of RDB ProNet not working as expected.
Custom plugin not working as expected.
Custom development not working as expected.

Customisation is Not Behaving As Expected

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{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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