PartnerPage

An instruction document for partners looking to get listed in a directory, and how to edit a profile.

Instructions for Partners | Getting Listed and Profile Management Step-by-Step Guide

Instructions on how to edit an existing profile that is listed in a directory

Instructions for Partners | Editing Your Existing Profile(s)

How to manage the flow of contact requests

Managing Contact Requests for Partners

Ali Winberry

Getting listed in SaaS directories, and management of public profiles.

Instructions for Partners 

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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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