Canopy

A quick start guide to highlight the basics of the Update process

Client & Contact Update Quickstart Guide

How-to Video: The Client Record

Client & Contact Settings: Linked Clients Settings

How-to Video: Client Name Settings (Client & Contact Structure Update)

How-to Video: Client Facing Name Settings (Client & Contact Update)

Preparing for a Successful Update

Client & Contact Update FAQ

Learn how to migrate your clients and contacts to the new client and contact structure

Client & Contact Structure Update Guides

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Create your workspace and invite the people you work with.

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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.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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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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