PulsePoint / MSPWare

Post announcements to the dashboard to be viewed by office staff and sales users

Company Announcements

Company: Settings – time zone, language, notification and report defaults

Add, edit, remove, activate and deactivate entity options in the application menus, "Shortname" and "Entity"

How to Add and Manage Entities

Applications proceed through a series of statues prior to being sent to underwriting. You can edit the settings for each status

How to set up your Application Work Flow - Application Statuses

Build out your own in-house document library

Company: Library

Create sub-divisions to compartmentalize users, their data, and admin access to data

Manage Divisions

User Permissions - Global and per User Settings

Set what lead statuses can be assigned to leads

Company Lead Workflow - organize and manage lead statuses

Review these articles to know how to configure the system for your company

New customer admin setup guide

Find answers and get help from Intercom Support and Community Experts

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

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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.

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