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CORE 2026

GEMS Academy

GEMS Webinar Schedule

Access release notes and webinars on what's new in GEMS.

GEMS New Releases

Explore our new AI features and capabilities. 

GEMS AI

Webinar Playlists

How to get started with navigating and finding information in GEMS.

Browse Entity Data in GEMS

How to update data in GEMS e.g., Appointments, Ownership, Banking, etc.

Manage Entity Data in GEMS

How to conduct advanced searches and build reports in GEMS.

Searching and Reporting

How to view and customize organizational charts in GEMS.

Charting

How to use GEMS Compliance Tracker to manage activities, to-do Items, reminders and workflows.

Manage Compliance Activities

How to file electronic forms for supported regions in GEMS including UK and Irish E-Filing.

Forms and Filings

How to manage GEMS user accounts and levels of access.

Manage Users in GEMS

How to customize the GEMS Snapshot and manage Custom Fields.

GEMS Customization

Learn how GEMS interacts with Computershare's Registered Agent services

Registered Agent Services

How to leverage Computershare's Global Managed Services and Registered Agent Services.

Request Services for Entities

Access resources made to assist clients with learning and communicating about GEMS. 

Client Resources

GEMS scheduled maintenance & service announcements.

Announcements

Find answers and get help from Intercom Support and Community Experts

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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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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.