VERIFYiQ

How Do You Set Up User Types?

How Do You Add A Fake Bookkeeper?

How Do You Add A Client?

How Do Admins Act As Managers?

How Do You Access The Review History?

How Do You Add A User?

How Do You Reassign Users?

How Do You Use The Export Functionality?

How Do You Adjust The Test Rules?

How To Set Up VerifyiQ's New Product: SalesIQ

Active vs. Potential Clients In SalesIQ

API Integration Key

Byron Patrick

Explanations in detail to assist you in maximizing the use of VERIFYiQ

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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.

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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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