Assist

What the Driver, Operator, Accounts and Admin roles each unlock, and how to combine them.

Roles and access in Assist

Remove a user's access in Assist, what happens to their data, and how to invite them back.

How to remove a user in Assist

Download the remote support tool so Assist support can help you directly on your screen.

Remote support

Why and how to join the Assist network so other stations can send jobs straight into your Assist.

Join the Assist network

Create an order form, share it with a customer or embed it on your website, and issue a new link when you need to.

Order form

How an admin edits a user and gives them the Driver, Operator, Accounts or Admin role.

Change or add a role for a user

Order an API key from Tracksys, add it in Assist and link your tracked vehicles to the Assist vehicle register.

How to set up the Tracksys integration

Why drivers only see their own jobs, and which role to add when a user needs more access.

A driver cannot see all jobs, or cannot create new jobs

Build price contracts from the product register, apply percentage discounts and use them on a job.

How to create contract customers and discounts

Leif T. Rudlang

How to set up and manage your station in Assist

Administration

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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.

Prototype answer unavailable

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