GlassHive

Set up Magic Links within GlassHive as a Vendor

Magic Links Setup Guide (Vendor)

Andrew Valladares

Tyler Cofield

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Partner Enablement

Create Email Templates for Vendors

Edit, Duplicate, Delete a Non-Graphical email template in Vendor account

Will all the templates be available for every company that I manage?

Create Non-Graphical Email Templates in Vendor account

Content Creation 

Will client(s) still have access to Graphical Email template once it has been unpublished?

Unpublish a Graphical Email Template in Vendor Account

How can my client(s) access the Published Non-Graphical Email Templates?

How to Publish Non-Graphical Email Templates to Clients in Vendor Account

Unpublish Non-Graphical Templates in Vendor Accounts

How to Publish Graphical Email Templates to Clients in Vendor Accounts

Sharing Partner Content

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

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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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.