Sisu

Frequently Asked Questions About Roadmaps

This article is for admin and TC roles only.

Building a Roadmap Template

3 Sample Roadmap Templates

Deleting a Roadmap Template

Assigning a Roadmap Template to a Transaction

Removing a Roadmap from a Transaction

Sending Branded Client Portal Invites to Clients

Customizing Your Client's View

Changing Roadmap Notification Preferences

Embedding Videos in a Roadmap Step

Finding a YouTube Video ID

Alex Masterson

Kayla Latta

Roadmaps

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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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