Truffle

Create a team in Company Settings → Team Management → Teams, then assign it to positions with one job-level role for every member at once.

How do I create and manage teams?

In Company Settings → Team Management → Invite teammates, enter their email and pick a role. Only Owners and Admins can invite.

How do I invite teammates to Truffle?

Set up scorecard criteria in the position's Settings → Reviews & scoring, or during interview setup. Criteria lock after the first review.

How do I set up a scorecard for a position?

Four organization roles set account-wide access; four job-level roles override per-position. When they conflict, highest permission wins.

What can each role in Truffle do?

Invite teammates, set roles and permissions, run scorecards, collaborate on decisions.

Team reviews & roles

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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.

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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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