Inspection Support

Adding the FlexFund Status Column to the Order Grid

FlexFund Checkout Process (Video)

Removing FlexFund from an Order in ISN

Re-Adding FlexFund After Cancellation (2nd Attempt)

Elsi Cano

Sydney Honda

Guides for managing individual FlexFund orders, from the checkout process to making changes.

Order Management & Workflow

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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.

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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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