Kartra

Collaborate with your team more effectively with online status and editing indicators.

When a user logs into your account, an avatar bubble appears at the top of the dashboard interface.

Mouseover the avatar bubble to see who is online

- The tooltip displays the team member’s unique username

See the user bubble in every primary section in your account

- Mouseover the avatar bubble to see who is online
  - The tooltip displays the team member’s unique username
- See the user bubble in every primary section in your account

Status bubbles update in real time–no refreshing required!

Users do not see their own avatar–the status bubbles show you who is online in addition to yourself

Status bubbles are a general online indicator and do not show exactly where the user is in the account

- Status bubbles update in real time–no refreshing required!
- Users do not see their own avatar–the status bubbles show you who is online in addition to yourself
- Status bubbles are a general online indicator and do not show exactly where the user is in the account

___________________________________________________________

When more than one user enters the same asset, an alert bar shows at the bottom of the screen with the other user’s avatar image.

Editing alert bar shows more than one user in an asset

Mouseover the avatar bubble(s) in the alert bar to see who is viewing the asset

See the alert bar in every builder and wizard in your account

- Mouseover the avatar bubble(s) in the alert bar to see who is viewing the asset
- See the alert bar in every builder and wizard in your account

The alert bar does not lock the page or prevent multiple editors

Use the alert to collaborate with your team and guard against overwriting each other’s work

- The alert bar does not lock the page or prevent multiple editors
- Use the alert to collaborate with your team and guard against overwriting each other’s work

Team online indicators

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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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Team online indicators

Online status

Pro tips

Editing alert bar

Pro tips