Dolfin

Read this article to learn how to set permissions for specifics users to be part of the statements approval process in Dolfin.

Statements Approval Flow

How to change the value of a compensation. How to make corrections to a compensation. How to modify a compensation. How to edit compensation

Make A Compensation Adjustment

How to deactivate a user manually. How to stop users from earning more compensations. How to check the status of my users.

Deactivating Users

How to edit deals. How to edit invoices. How to edit activities. How to edit data.

How to Edit Fields

How to export statements with filters applied. How to export paid statements. How to download statements. How to export data.

Exporting Statements

How to add a user, how to change users form one team to another, how to change user types, how to sync users to my system, when to contact support…

User Management - Best Practices

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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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