Kato

Max Kemplen

Kato for Agents (Society)

How to search Society Disposals

How to search Society Requirements

Society Dashboard

How to publish a disposal to society

How to edit a published disposal

How to manage Society Match Requests

How to create a Joint Agent Interest Schedule

Society Disposals

How to publish a requirement

How to edit a society requirement

How to recirculate a requirement

How to respond to match requests

Society Requirments

How to communicate with other society members

Messaging

How to use the society events calendar

Society Events 

How to search for your society members

Sending a New starter/member update email

Society members

Society FAQs

How to unlock the power of Demand Insights

How to create reports from Demand Insights

Additional data reports on Society Demand

Demand Insights (Bolt-on)

How to create an Marketplace advertising campaign

Advertise your client's Disposal on Marketplace

Marketplace Advertising

About Kato

About Agents Society

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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.

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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