Bridge Financial Technology

The BridgeFT Client Success Team is hosting a weekly webinar series! Each week our team will take a deep dive into different sections of Atlas. These conversations will highlight best practices to ensure you and your team are able to effectively incorporate Atlas into your business. Topics will include: - Billing - Reporting - Client Portal - Dashboard Insights - Product Updates Our webinars will take place every Thursday at 1:00pm CST and each session will last for 30 minutes.

<a href="https://us02web.zoom.us/webinar/register/WN_e4vSP6dnRkGwB3o7aEphAQ" rel="nofollow noopener noreferrer" target="_blank">Register for Weekly Webinar Series</a>

Can't make a session? All sessions will be recorded and added to our Knowledge Base for reference. We look forward to you joining us!

Weekly Webinar Series Details & Registration

Weekly Webinar Series: Webinar Schedule

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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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