Plannr Technologies Limited

Our Client Portal has had a huge revamp! 🥳<br>

Follow this <a href="https://app.arcade.software/share/QP5JjG88rfCq1LxFujB7" rel="nofollow noopener noreferrer" target="_blank">link</a> to see an interactive demo of how it now looks.<br>

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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.

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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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