Crelate, Inc.

Contact Data Enrichment Plans and Pricing

Deleting Email Templates

Regional Settings

Creating a Tracked Activity

Whitelisting an email address

Billing Admin License

How to Purchase Email Campaigns

Rejecting Applications

The master guide for utilizing Relationships

Relationships Master Guide

Creating Relationship Groups and Types

Crelate allows for custom text fields to be Masked and/or Encrypted to control user visibility and access based on security privileges.

BETA - Confidential Fields

This article explains how to make fields encrypted or masked to protect sensitive information in your system.

BETA - How to Set Up Confidential Fields with Encryption or Masking

Kyle Kroeger

Crelate Support

Chelsie Pettit

Admin Settings Area

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Create your workspace and invite the people you work with.

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Connect the tools your team already uses to bring data in.

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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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