Element451

Learn about people records and why they are the foundation of the Element451 platform.

People Overview

Learn how to add and remove contacts from the people records in Element.

Adding and Removing People (Contacts)

Explore how to search for a user based on their name/email or specific characteristics.

Searching for a User by Name, Email, or Characteristic

Learn how to use Magic Links to bypass site authentication and pre-fill forms.

Magic Links

Discover what funnel stages are and gain insights into best practices for utilizing them.

Funnel Stages

Learn how to assign staff members to People records, including how to assign based on Territories.

Contact (People) Assignees

Bulk Deleting Contacts by Segment

How to Protect Your Contact Data from Accidental Overwrites

Timothy Davis

Michael Stephenson

People

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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.

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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.

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.

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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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