ManyRequests

Embed tools like Calendly, Looker Studio or Airtable as pages in your portal, per client or for everyone, and personalize them with variables.

Add more functionality to your portal with extensions

Make time logged by team members wait for an admin's approval before it counts toward totals, reports and client balances.

How to require approval for team time entries

Filter, group and export your team's time, download a PDF for clients, and review pending time.

How to generate timesheet reports

Turn on Messages, start chats with organizations, clients or the agency, add people, share files, and leave or delete a chat.

How to use chat messaging

Add your own dropdown field to requests, manage its options and colors, and show it as a column in the request list.

How to use the custom dropdown

Add a custom link to the Extensions section of the portal sidebar for your clients, your team, or each organization.

How to create an external link (extension)

Use a custom CSS snippet to hide the credits and hours balance card from your clients' sidebar.

How to hide the remaining credits / hours on the sidebar (client view)

Every permission you can turn on or off for admins, team members and clients, and where to find them.

Role permissions for admins, team members and clients

Turn on the workload view, set team capacity, plan requests on a calendar and split time estimates between team members.

How to use the workload view

Upload new versions of a file, switch between versions with their own comments, and download, reorder or preview attachments.

Managing file versions with version control

Rewrite the automated emails your portal sends, insert variables, send a test and reset a template to its default.

How to edit email templates

Edit or delete chat messages, see who can do it, and what (Edited) and removed messages look like.

How to edit or delete messages

React to request comments and chat messages with an emoji, see who reacted and remove your reaction.

How to use emoji reactions on messages

Round logged time up or to the nearest 15 minutes, 30 minutes or 1 hour for cleaner reports, balances and invoices.

How to set up time rounding

Track internal work as non-billable so it isn't deducted from the client's hours balance, and filter billable time in reports.

How to mark entries as billable or non-billable

Gabriel Lecointere

Modules and Extensions

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

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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.

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.

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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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