Inspection Support

Interacting, with my clients and agents, office settings

Interacting With My Clients and Agents

This article will explain how to turn on the Repair Request for your agents.

How to turn on the Repair Request feature for your agents

This article explains how to update the agent label name in your ISN.

Update Agent Label Name

This article will show you how to enable private agent notes within your ISN.

Enable Private Agent Notes

This article shows you how to adjust your report emailing options.

Report Emailing Options

This article covers how to set the amount of time a report link is available for.

Report Link Availability

This shows you how to adjust settings for report viewing regarding signature and payment in your ISN

Prevent Report Viewing without a Signature and Payment

This article explains how to override who the email is coming from when emailing attachments in ISN.

Override Who the Email is Coming From for Attachments

This article shows you how to customize the Welcome Message that shows up on the agreement signature page in your 
ISN for your clients.

Customize Agreement Welcome Message

This article covers how to set your Agent and Agency display options in the ISN

Agent and Agency Display Options

Here's how to set the timeframe for when clients or agents become inactive or remain active.

Set When Clients/Agents become Active/Inactive

Sydney Honda

Matt Wheeler

Clients and Agents Settings

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Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

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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