DesignerLink

Informing users how to create a new client

Create a Client

Create a Project

Informing users how to navigate the tabs within their project

Navigating your Project

Informing users how to create a new vendor

Create a Vendor

Informing users how to create an inventory they can use to track across multiple projects.

Create an Inventory Project

Informing users how to collect a retainer in DesignerLink 2.0

Collecting a Retainer

A client-facing interface giving your Clients access to Proposals and Invoices for their Projects.

Client Portal

Informing users how to use their Item Tracker

Using the Item Tracker

Learn how to create and manage Projects, Vendors, and Clients.

Projects, Clients, & Vendors

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Customer Portal.

Track the progress of all tickets related to your company.

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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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