Advice Designer

How to use the column headers to filter/sort clients listed

Filter/Sort clients listed

What data is imported into the Goals Detailed Description Field in Advice Designer

Client Import: Goals - Detailed Description

How to archive a client but retain the profile in Advice Designer

Archive Client(s)

Delete Client(s)

How to sync edits within Advice Designer to Xplan

Export Client Data

How to reimport the client (from Xplan) to refresh the data

How to re-import a client

Clients

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Create your workspace and invite the people you work with.

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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.

Prototype invite-team answer

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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