Drum

The first step to making the most of your new Drum account

Drum Onboarding #1 - Welcome to Drum 👋 Your First Walkthrough

For Drum to help you kick operational goals, it needs some fundamental data about your firm. These details only need to be set up once.

Drum Onboarding #2 - Setting Your Key Business Data 📖

Drum Onboarding #3 - How to add and manage time entries on the Drum timesheet

Drum Onboarding #4 - How to create projects in Drum from the projects dashboard

How to invite new users to your Drum account

Drum Onboarding #5 - Invite Users To Your Drum Account

Ben Walker

Follow these guides to ensure you can make an informed decision during your trial period

#1 Start Here! Getting the most from your Drum trial

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Create your workspace and invite the people you work with.

Set up your account

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

Ship something

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

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

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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