Canopy

Learn how to set up clients and use the client list

Client Management

Set Up a New Client

Manage a Client

Use Client Import Templates

Understand Client Record Templates

Explore the Client List

Access the Client Record

Learn how to add new clients, import a client list, and mange the client record

Set Up Clients

Send Client Portal Invites in Bulk

Invite Contacts to the Client Portal

Create Client Portal Invitation Templates

Why is the Client Groups feature not visible in Canopy, and how can I access it?

Lean how to manage the client portal and send portal invites

Client Portal

Archive and Delete Contacts

Explore Client Groups

Use Connections

Manage Client Groups

Use the Contact List

Merge Contacts

Learn how to use and manage contacts and groups

Contacts and Groups

Generate & Send Bulk Client Requests

Send a Client Request

Client Requests

Manage Email Communications

AI Email Tools

Learn how to set up and manage your email and calendar integration

Email & Calendar

Status

Terms & Conditions

Release Notes

Privacy

Product Feedback

Google Data Use Disclosure

Client Portal Help

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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.

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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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