Gloo

Creating Parent Categories

Understand how to create and manage your Categories

Category Management

How to link categories to a Parent Category

Linking Categories with Parent Categories

Examples of how to set up your Categories in Church Metrics

Category Setup Examples

How to set up Categories in Church Metrics

Setting Up Categories

What are Parent Categories?

How to create a custom category to track the data that is important to you

Creating a Custom Category

Categories FAQ

Understanding Category “Kind” Settings

Suggest Practices for Managing Category Changes in Your Account

Managing Category Changes Over Time

Input Visibility - Hide / Unhide Categories

Privacy

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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.

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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.

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.

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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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