Dolfin

how to create a new data table, how to add a custom table, how to create a records table, how to create a KPI table, how to name a data…

Create a New Data Table

business units, cost centers, add business unit, edit business unit, archive business unit

Business units

how to use the Compensations section, how to filter compensations, how to review a compensation, compensation actions

Understand the Compensations Section

How to set up a statements approval flow, add approval steps, freeze statements for review, and approve and mark them as paid.

Statements Approval Flow

How to adjust a compensation, how to change a calculated commission, how to override a compensation rule result, how to add an adjustment to a compensation, why an adjustment cannot…

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 a field in a data table, how to change deal data in Dolfin, how to override integrated data, how to freeze a field, how to stop an…

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

How to add a manual compensation, how to add a manual deduction, how to add a bonus by hand, how to add a commission manually, how to set the payment…

Add a Manual Compensation

Alejo

Guides

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Create your workspace and invite the people you work with.

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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.

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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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