Advice Designer

In order to export supporting and advice documents attached to client plans into the same clients' myprosperity file, you will need to connect to a myprosperity profile.

Click on the integrations chain icon, top right.

Click on the ellipse icon "⋮", in line with the myprosperity site

You'll be redirected to myprosperity to login

1. Click on the integrations chain icon, top right.
2. Click on the ellipse icon "⋮", in line with the myprosperity site
3. Select Connect.
4. You'll be redirected to myprosperity to login

Once logged in, your Advice Designer browser will refresh to reflect a Connected status

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1. Click on the integrations chain icon, top right.
2. Click on the ellipse icon "⋮", in line with the myprosperity site
3. Select Disconnect.

How to connect or disconnect a myprosperity app

Connect/Disconnect a myprosperity site

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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.

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

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

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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Connect/Disconnect a myprosperity site

How to connect your myprosperity App

How to disconnect your myprosperity App