StartProto

How To: Directly Create a New User Account

Sending email invites so your team can onboard themselves.

How To: Invite Users Via Email

Change core information like the contact for your shop (or your shop's name)

How To: Set Shop Information

Setting up the machines and resources in your shop that work gets done (as well as external processing)

Work Centers and Work Groups

An overview of the CRM system in StartProto.

Customer Relationship Management Overview

Use Time-Based Passwords To Access StarProto

Authenticator Apps

Custom Naming is a powerful configuration feature that allows you to define standardized naming conventions for items and services in your system. Instead of using simple text fields, you can…

Custom Naming

Stay informed about system activity by configuring real-time notifications. StartProto allows you to receive updates both in-app via the notification bell and directly to your email.

Setting Up Notifications

Tim Felbinger

Tyler Williams

Greg Finnegan

Central functionality such as adding your shop information and users.

Business Setup

Website

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Volume, requesters and topics for your company.

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Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

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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.

{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.

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.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.