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Issue: After applying changes to logo/branding in HN Portal (Settings > Branding), the Logo/Branding updates in the HowNow Portal are...

HowNow Portal - Logo/Branding updates in the HowNow Portal are not being retained.

If a client requires their email address to be updated, this needs to be done by the client themselves by logging into their account....

Updating Client Email Address

Notifications are the way you and your clients know of actions on the portal. They are sent when an individual task has been performed...

Customising Notifications

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Create your workspace and invite the people you work with.

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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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