PreciseFP

If your compliance requires an archive of all client/prospect correspondence, we have you covered for your PreciseFP engagements

How to set up BCC for PreciseFP client/prospect emails

How to add an email disclaimer

PreciseFP offers a unique pipeline for both your Client and Prospect Account Profiles. The purpose of the Pipeline is to allow you to move your clients and prospects through a…

Pipeline

PreciseFP allows you to customize the permissions for each user role.

Permissions

Data Quality

Billing

User vs. Team

How to edit, add, remove, and maintain Users

Users

PreciseFP allows you to create multiple teams under your account.

Teams

Notifications

Update your profile information or enable/disable multi-factor authentication

Profile and authentication

Settings

Change of Login Email

Configure password rules, multi factor authentication rules, and form engagement authentication options for users on your subscription

Security Settings

You can create Secondary Contacts at the Team level and then add them to other Teams on your subscription

Creating and Importing Secondary Contacts among Teams

How to update your subscription prior to the departure of a User or Administrator

Best Practice: Handling User / Administrator Departure

Articles outlining how to manage your company account settings.

Settings & Company Management

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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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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