D-Tools

In this video, Kevin Frye gives an introduction to vendor partners and how to connect to pricing in System Integrator.<br>

If you prefer written instructions, check out this article all about <a href="https://docs.d-tools.com/en/articles/9224004-vendor-partners">Vendor Partners here.</a>

Pricing and Vendor Partners in System Integrator

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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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