VendScout

An account is the business you have an agreement with. A location is a specific site where your equipment is, or could be. One account can have many locations.

Accounts and locations explained

Accounts are your customers. You can create one when you convert a prospect, add one by hand, or import them.

Add and manage accounts

A location is a site where you have, or want, machines. Each location has an address, a status, contacts, assets, photos, sales and history.

Add and manage locations

Contacts are the people you work with at each account and location.

Add and manage contacts

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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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