SmartPath Engage

Here is a step-by-step guide on how your client will be redirected to the client portal to finish the onboarding process after completing the onboarding checklist.

Client Portal

Here’s a step-by-step guide on how to set up a default strategic rate for all your packages.

How To Set Up Your Default Strategic Rate

Here is a step-by-step guide on how your client is onboarded after you share the roadmap link with them.

Onboarding Client Trough Roadmap Shareable Link

Here’s a step-by-step guide on where to find the documents your client signed after the roadmap.

Documents signed

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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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