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Communities are part of your Client Portal, so the next step is to configure the portal settings.

Create & Customise your Client Portal

Create a client portal domain name

Three ways to give clients access to your client portal — magic links, direct invitations, and login emails — plus how invited and joined user counts work and when to…

Inviting Users to the Client Portal

How to enable document sharing in the Client Portal and share files with individual clients — including how clients view shared files and upload their own documents back to you.

How to Share Documents Through the Client Portal

Add a Course to Your Client Portal

Customise the portal where your members can access courses and communities

Client Portals

Create a custom design with text, images, and links

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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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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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