Introw

Best practices to get your partners actively using Introw from day one.

Best practices to activate your partners via Introw

Learn why a deal is visible to Introw users, but not yet available for partners in their portal.

What does “No portal yet" and "No deal embed yet” mean?

Multi-Tenant Access

How to install Introw affiliate tracking on your site and track conversions client-side, server-to-server, or automatically with your HubSpot forms.

How to setup your affiliate link tracking

Account-wide configuration, permissions, login, and Introw user notifications.

Account & Settings

Learn how to use Introw user roles, permissions and notifications

Roles and permissions

Learn the permissions of a CRM user that uses the partner portal via the HubSpot card.

CRM User

Control what your team members can see and do.

Roles & Permissions

Learn how to setup single-sign-on for your partners

Enable Single-Sign-On for Partners

Learn how to setup Single Sign-On (SSO) via Auth0

Setup Single-Sign-On for Partners (SSO) via Auth0

Learn how to setup single-sign-on for your team within Introw.

Enable Single-Sign-On for your team

Set up single sign-on for your team and your partners.

Login & SSO

Learn what to do if your partner isn’t receiving emails or notifications from Introw PRM, including spam filter issues and domain whitelisting.

My partner does not receive any emails

Learn how to configure and manage notification preferences in Introw

Notification settings

Manage which emails and alerts you and your partners receive.

Notifications

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.

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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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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