ConsignCloud

Adding an Account

Delete unnecessary Accounts and restore old Deleted Accounts

Deleting and Restoring Accounts

Invite Vendors

Understanding your ConsignCloud profile as a Vendor

Getting Started with your Vendor Profile

Learn about ConsignCloud's automated emails

Email Notifications

Editing Account Fields

Let your consignors log in to get account updates

The Consignor Portal in ConsignCloud

Filter your Account Table to make searches and reports easier

Account Filters

Learn How to Create, Customize, View, Sort, and Export your Accounts Data

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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.

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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.

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.

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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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