The Inspection Support Network

Adding Multiple Clients to an Order - OFV1

We'll go over the SMS event flow when more than one client is added to an inspection

Multiple Clients & Agents - Sending SMS Events

We'll go through the workflow and how agreements are affected when more than 1 client is added to a single inspection in ISN

Multiple Clients - How Agreements Work

We'll go over the email event flow when more than one client is added to an inspection

Multiple Clients & Agents- Sending Email Events

We detial how the payment request feature changes slightly when more that one client is added to the order.

Multiple Clients - Payment request feature

We'll go through the invoice system for an inspection when more than one client is added to an order

Multiple Clients - How to send Invoices

We'll review the changes to the FlexFund process when more than one client is added to the order

Multiple Clients - FlexFund how it works

Multiple Clients

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Create your workspace and invite the people you work with.

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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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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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