ClientSuccess

Learn how admins add, edit, and deactivate team members in ClientSuccess and understand the User, Manager, Executive, Admin, and Sales (Limited) roles.

Adding and Managing Team Members

Learn how to add Sales Reps to ClientSuccess via plain text or associated fields, plus enabling Sales (Limited) user alerts and email integration.

Adding Sales Reps to ClientSuccess and How to Enable Their Alerts

Understand ClientSuccess seat (license) limits: how to check seats in use on the Team page, free up licenses by deactivating users, and request increases.

ClientSuccess Seat (License) Limits

Articles regarding team/user setup and management

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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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