Access Recruitment CRM

My session freezes, crashes or becomes unable to respond.

Crashed/Frozen session within Cloud Profile

Create a desktop shortcut on your Windows PC for quick, one-click access to Profile Cloud.

Set up desktop shortcut for Profile

What to do if you are unable to log in to Access Profile.

Unable to log in

Learn how to connect to Profile Cloud from an Apple Mac using an RDP connection via the Windows App.

Connect to Profile on an Apple Mac

This article provides information about how long a Profile session stays logged on for and how long the time out is on a Profile session.

Profile session idle times

This article explains how to use FTPS to upload documents.

How to upload documents via FTPS

This article explains what to do if, when trying to reconnect to Profile (Cloud), you are greeted with a Windows error message stating:
unable to connect to Work Resources.

Unable to connect to Work Resources

This article explains how to check when a user last logged into Profile.

Can I view when our users have last logged in?

This article explains what to do if, when you log in, the Windows Security asks for credentials (which is accepted) but then when the session starts via RDP, Profile displays…

Profile login screen failure

This article provides information about how to connect to Access Profile when using an Apple MAC.

Connect to Profile using Apple MAC

Terence Cassidy

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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.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.