Total Synergy

Multi-Office Reports

How to use multi office bookmarks for document templates

Bookmarks in Multi Office

Filtering by Multi Office

Staff in Multi Office

Multi Office and Team Builder

How to use multi-office in custom project, invoice and credit note numbering

Project Numbering in Multi Office

Assigning projects to a different office, when you have Multi-Office set up

Projects in Multi-Office

Multi Office

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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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