17hats

Getting Started with multi-brand/accounts through linked brands

How do I add and use Linked Brands?

Learn now to delete/remove a linked brand/account here.

How do I delete or remove a linked brand/account?

Learn more about sharing documents in bulk with the Client Portal

Client Portal Overview

Learn how to update the Client Portal for ALL contacts

Client Portal - Customizing Your Global Settings

Learn how to customize a specific contacts Client Portal

Client Portal - Customizing per Contact

Learn the various ways to give your contacts access to their very own client portal!

Client Portal - Giving Contacts Access

Learn how to add To-Do's and where due & past due To-Do tasks live

All About "To-Do" Tasks

Quick and easy access to Calendar events, To Dos and the 17hats Setup Guide

Quick Look Sidebar

Review and filter all of your client's document activity in one spot

Recent Client Activity

Learn how to add custom fields into 17hats, and get answers to common questions about this new feature

Custom Fields

Complete List of Tokens

How do I use time tracking within 17hats?

Time Tracking

Learn the types of tags you can create and where to find them

Tag Feature Overview

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Jack Donahue

General Feature Information

Find answers and get help from Intercom Support and Community Experts

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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.

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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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