DDCMS

A quick summary of the Secure Card Portal (SCP) and Payment APIs (SPI and CPI) product.

Secure Card Portal: Product Factsheet

A quick summary of the Touchtone and CallSecure product.

CallSecure: Product Factsheet

A quick summary of the Income Management (PAYE.NET) product.

Income Management: Product Factsheet

A quick summary of the Internet Payments (IP) and Content Management System (CMS) product.

Internet Payments: Product Factsheet

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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.

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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