Cutover

Max Walmsley

Ellen Wang

Collection of Cutover platform training videos and reference guides

 User Training and Enablement (Videos and Reference Guides)

Self-training materials to facilitate basic use of the platform

Platform Training Videos

Videos

Basic guide for all users to help you get started with Cutover platform

Quick Start Guide (PDF)

How to guide and template for task upload

Task Upload Template Guide

How to request a new Custom Field for your Workspaces

Request a new Custom Field

User Reference Guide: Task Executor

Best practises on creating your first few runbooks in the Cutover platform

Runbook Best Practice Guide

Reference guides

Cutover Learning Lab - overview, schedules and recordings

Virtual & user-centric monthly learning program aims to enhance your Cutover experience

Cutover Learning Lab

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

Ship something

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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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.

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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