Heed

Comprehensive overview of the Heed Desktop Client, detailing its architecture and key operational components for IT administrators to understand the client's functionality, deployment, and security features.

Technical overview of Heed desktop client

How to install and deploy the Heed Windows Desktop Client, including system requirements, silent MSI deployment, proxy configuration, and on-premise server URL options.

Windows Desktop Client Installation Guide

How to manually set proxy settings for the Heed desktop client

Proxy Settings

Understand the Heed Admin Portal system settings, covering content defaults, branding, session timeouts, desktop client options, and data retention.

General System Settings

Heed and The Open Web Application Security Project

Heed Security Overview

Heed Architecture

Learn how to create and manage Integration Connections in Heed, generate API tokens, connect third-party apps, and use connections in workflows.

Integrations

Technical Overview and Security Details: Heed Desktop App

Tom Wallace

Initial technical information for IT administrators

Technical Overview

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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.

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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.

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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.

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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