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In this video how to configure Activity Workflow (Templates) is explored.

Video - GEMS Compliance Tracker Administration (Admin Users)

A guide to security settings as they relate to Activities, including system-wide settings for restricting access and based on user roles.

Activity Security Management (Admin Only)

A guide to configuring Activity Workflows/Templates

Compliance Tracker, Configuring Activity Workflows (Admin Only)

Set Activity Reminders and Notifications (Admin Only)

Adding New To-Do Item Statuses (Admin Only)

Configure reports built via the Reporting module in GEMS to generate via a To-Do Item

Configuring Reports to Generate via a To-Do Item (Admin Only)

Compliance Tracker Activity Workflows for UK, Ireland and Australia

Preconfigured Activity Workflows (UK, Ireland & Australia)

Creating workflows and managing notifications in the Compliance Tracker

Compliance Tracker Administration

Create a custom design with text, images, and links

CORE 2026

GEMS Academy

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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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.

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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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