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What to do if you cannot log in to Smartr365 after getting a new phone because your Microsoft Authenticator app is not generating valid codes.

How to Re-Register Your Authenticator App After Changing Your Mobile Phone

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What advisers should check and how to report it when a client cannot access the HomeBuyer portal or upload documents.

HomeBuyer Client Portal Stuck Loading or Inaccessible

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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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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.

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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