Kolleno

Set default SSO user role (Admin, Member, Viewer). Contact Support to change from default Viewer.

Setting the Default Role for New Users via SSO

Access Kolleno quickly using your Microsoft 365 login

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For clients on dedicated infrastructure: how to connect Microsoft SSO to an Entra app registration your own team owns and controls.

Using your own Microsoft Entra app registration for SSO

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Log in using SSO, set default SSO roles, configure Okta SAML, and resolve login issues.

Single Sign-On (SSO) & login

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Create your workspace and invite the people you work with.

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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.

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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