Arthur Ashdown

System Configuration

Users: Creating users

Users: User parameters and System Roles

Distribution centres: Distribution centre parameters

Distribution centres: Start and End Points of Day

Vehicles: Assigning drivers to vehicles

Vehicles: Vehicle parameters

Vehicles: Cloning Vehicles

Vehicles: Run distance limit

Drivers: Driver parameters

Drivers: Cloning Drivers

Drivers: Start and End of Day Locations

Drivers: Run duration limit

Resources

Capacity units

Localisation

Operation duration

Breaks

Territories / Groups of territories

Vehicle requirements

Vehicle types

Fuel types

Speed Zones

Planning preferences

Import / Export

Time windows

Scheduling configuration

Execution preferences

Order Cancellation Reasons

Order Item Cancellation Reasons

Notifications

Driver Manifest Template

Driver Manifest Configuration

Proof of Delivery Template

Editing POD and Driver Manifest Templates

Vehicle Checks Forms

Execution

SMS/Email messages (Notification templates): Managing Individual Customer Notification Settings

SMS/Email messages (Notification templates): Customer Communication Centre

SMS/Email messages (Notification templates): SMS Templates: When they’re sent & suggested tags

SMS sending via external SMS Gateway

SMTP E-mail (Outgoing emails configuration)

Tracking Widget

SMS/Email messages (Notification templates): Email Templates: When they’re sent & suggested tags

SMS encoding and billing

Customer communications

Privacy Policy

Useful Links

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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.

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

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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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