Vistra

Creating an Account

Granular access to control who can see and do what on the platform

Creating User Roles & User Groups

Start building your global entity ledger. Seamlessly import and manage legal entities across jurisdictions with the bulk upload feature

Importing Legal Entities

Upload and manage documents via File Manager. Define folder structure, organise by drag-and-drop UI, filter and search tools.

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Alan Schmoll

All you need to know to get the ball rolling

Migrating Existing Global Entities

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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.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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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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