Monograph

Team Directory and Employee Profiles

Easily manage your team's current, historical, and future compensation rates

Team Salaries & Compensation

Stay on top of key project dates (phases, milestones, deliverables) by syncing your calendar of choice.

Calendar Sync

Connect your Google account to sync and view upcoming events and milestones.

Google Account Sync

Connect your Microsoft 365 account to sync project milestones and view upcoming client events, as well as upload project files.

Microsoft 365 Account Sync

Team

Understanding Roles

Default Roles and how they impact your Timesheets, Project Planner, and more

What are Default Roles?

How to add historical and future rate changes for your roles

Roles & Billable Rates

Articles related to roles and billable rates

Create custom permission levels for your team members.

Setting Permissions

How Permissions Impact Notifications

Get a better understanding of what actions are controlled when enabling each of the different permissions

Permission Definitions

Articles that are related to permissions and policies

Permissions

High-value insights delivered to your team on a weekly basis

Weekly Insights Emails

How to set up in-app and email notifications.

Managing Notifications

Articles related to email and in-app notifications

Notifications

Monograph.com

Learning Series Registration

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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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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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