WIZniche

Learn how to generate the secure link that allows your customers to log in to their private portal to view quotes, pay invoices, and request service.

Client Hub Settings in WIZniche

Learn how to connect your Google Business Profile to WIZniche to automatically showcase your 5-star reviews inside your WIZniche Client Hub.

Google My Business Integration Settings in WIZniche

Learn how to connect your Intuit QuickBooks Online account to WIZniche to automatically sync your financial data, customers, and inventory items.

Intuit QuickBooks Integration Settings in WIZniche

Learn how to connect WIZniche to thousands of other apps like Google Sheets, Slack, or Mailchimp using our built-in Zapier integration to automate your busy work

Zapier Integration Settings in WIZniche

Collection of WIZniche Integration Settings

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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.

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.

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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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