Inspection Support

This is article will show you how to add new clients into your ISN

Adding New Clients

Review Client Labels Quickly

This article covers instructions on how to avoid common errors when editing a Client or Agent on an existing order

Changing Client or Agent When Editing an Order

This article covers how to download any of your lists of contacts in ISN.

Download Client or Agent info in ISN

Download Client Database from ISN

This article explains how to edit the client's email address from within the order form.

Edit Client Email Address within Order Form

This article shows you how to edit a client or agent label.

Edit Client or Agent Label

This article covers merging client data in your ISN

Merge Clients

This article covers converting your clients into agents or vice versa

Convert Clients to Agents or Agents to Clients

This article shows you how to add a client to a label.

Add Clients to Client Label

Sydney Honda

Matt Wheeler

Clients

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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.

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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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