FundApps Support

Positions in Scope for Shareholding Disclosure

Shareholding Disclosure: Result Types & Icons

Guide to Result Rejections

Understanding How a Rule is Coded

Rules Screen Explained

Why Is it Necessary to Approve New Rule Versions?

Four Reasons Not to Deactivate Rules

Guide to aosphere Memo Updates

Our Policy on Deviating from aosphere Memos

How Do Rules Account for Multi-Levelled Assets?

Automated Community Denominator Check

Issuer Limit Rules: Explained

FundApps Control Rules

Percentage Rounding for Thresholds

Foreign Exchange Rates

Portfolio Viewer

Manually Reviewing Results

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Detailed explanations of the rules are coded and how to interpret results.

Rules & Results

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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.

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.

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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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