Workyard

Which Configuration do I need to Connect to Foundation?

Instructions on how to locate your database host name from a PC to set up Foundation or Sage 100 Contractor

How Do I Find the Database Host Name?

A guide on the details you'll need to share to connect Foundation to Workyard

How to Connect Foundation to Workyard

How to Set Up Cloud Hosted Foundation Configuration

Learn how to set up an import template to upload your time card file export from Workyard to Foundation

How To Import Time to Foundation from Workyard

How to Set Up On-Premise Foundation Configuration

How to find your SQL Server Port Number

Christina Kao

Alex

Dylan Sewell

Foundation

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Create your workspace and invite the people you work with.

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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.

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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.

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.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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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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