ManyRequests

Find deleted clients and organizations and restore them, including when you try to add a client whose email was deleted.

How to restore a client

Add, remove or correct a client organization's credits or hours from its Credits or Time entries tab, and how expiry works for manual changes.

How to manually adjust a client's credit or hour balance

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Pausing subscription

Send a client a password reset email or generate a temporary password, and what to do when a client didn't get their invitation.

How to reset a password for your clients

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How to re-send the portal invitation link to your clients

Choose what clients can see and do: request permissions, service catalog access, invoices, cancellations and reports.

How to manage client permissions

Find everything about a client organization in one place: services, requests, invoices, files, members, notes and billing info.

How to navigate organization details

Delete a client organization and its members, what happens to their requests and subscriptions, and how to restore it.

How to delete a client organization

Move a client to another organization, and see what moves with them and what stays behind.

How to change a client's organization

Set account managers on an organization so they are assigned to every new request from it.

How to auto-assign team members to client requests

See the portal exactly as a client sees it, who is allowed to impersonate, and how to switch back to your own account.

How to impersonate clients

Cancel a client's subscription at period end or right away, decide what happens to unused credits or hours, and undo a pending cancellation.

How to cancel a client subscription

See which reasons clients can pick when they cancel, and where to read them: the admin email, Slack and Zapier.

Where to find client cancellation reasons

Gabriel Lecointere

Client Management

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Create your workspace and invite the people you work with.

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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.

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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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