Canopy

How-to Video: Adding a Client (Legacy CRM)

How-to Video: Creating Custom Fields

How-to Video: Navigating the Client List (Legacy CRM)

How-to Video: Create an Engagement

Engagement templates are another great way to save time in Canopy!

How-to Video: Create Engagement Templates

How-to Video: Navigate the Engagements List

How-to Video: Performing Bulk Actions

How-to Video: Assigning Tags

How-to Video: Preparing Client Portals

How-to Video: Sending a Client Request

How-to Video: Creating Client Portal Invitation Templates

How-to Video: Sending Bulk Client Requests

Learn how to add clients, send engagements, send client portal invitations and more

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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.

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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.

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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