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Questions and answers to get your custom domain setup for your partner portal.

Link your Custom Domain

Learn how to enable multi-currency to display localised pipeline totals and dashboard metrics for your global partners while maintaining CRM data integrity

Multi-Currency: localise the partner portal experience

Learn more about setting your fiscal start date and how it impacts dashboards and analytics

How to set a fiscal startdate

Set your custom domain, fiscal dates, currencies, and languages.

Domain, currency & locale

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Create your workspace and invite the people you work with.

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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.

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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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