Electronic Tenant® Solutions

SR Video: How to Add, Edit, Delete Types & Assignments

SR Help: Service Types - Create, Manage & Assign

Service Request quick guide to setup and manage designee assignments.

SR Quick Guide: Setup & Manage Designee Assignments

SR Video: Application Preferences

SR Help: Application Preferences Part 1

Service Requests Preferences for Staff Hours and Building/Holiday Closures

SR Help: Application Preferences Part 2

Service Request Preferences for Email Templates, Displays and Custom Fields

SR Help: Application Preferences Part 3

To get accurate calculations of timing metrics some preferences need to be set up.

SR Help: Setting up Preferences for Staff Initial Repsonse

Service Request Assignments

Preferences & Set Up

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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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