Allotrac

How to create a new contact

How to edit an existing contact

A custom field group allows you to bundle a set of custom fields together which can be called upon in a group for your different workflow categories.

How to create a custom field group

How to manage all of your documents

How to create a new fleet

How to edit an existing fleet

How to create a new item

How to edit an existing item

How to create a new licence class

How to edit an existing licence class

How to create a new price list

How to assign a contact to a price list

How to invite a user to your Allotrac.io site

How to edit an existing user

How to create a new vehicle class

How to edit an existing vehicle class

How to create a new vehicle

Editing an existing vehicle

How to delete a vehicle that is no longer in use

A workflow category can be used to group custom fields depending on the workflow type. This can then be used on a job by job basis to capture different information…

How to create a workflow category

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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.

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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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