SMRT

How to Change the Agent of an Order

How to Reprint An Order Receipt

How to reprint an Assembly Ticket

How to disable an employee / remove their access

How to Disable an Employee

How to Create a Wash-N-Fold Order

Managing a Customer's Preferences

How to add a Card on File

How to make an Item Press only

How to "Reject" an item and wait for approval

Holding Item For Cleaning Approval

How to Delete/Disable a Customer's Account

Found in Pockets - Envelope

How to Transfer items between accounts

How to Add a Note / Issue

How to Make an Item Assemble Solo

How to Transfer an Order

Agents Explained

How to Close the Cash Box

How to Open the Cash Box

How to do Inventory

How to setup a Route Hold for a Customer

Delivery Pickup Reminder Messaging

EzWriter Magstripe Encoder

Matt Panton

Josh Nye

Cris Ellis

Functionality

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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.

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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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