Dashdoc

Create access to the customer portal from your website!

Invited portal: Why and how to invite partners, customers, on their Dashdoc invited portal ?

Do your partners need traceability ? How do you add a follow-up contact to your orders ? Who receives the notification emails ?

Follow-up contacts: how to send automatic follow-up emails?

On Dashdoc you can invite your transport partners to collaborate on their invited portal: but what do they have access to?

Invited portal: what do your guests see on their Dashdoc portal?

Dashdoc helps you retrieve transport information and documents quickly.

🌍 How do I get field data from my charters transports ?

Give your customers access to Dashdoc directly from a button on your website.

🖥️ Create access to the customer portal from your website

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Invited portal and follow-up emails: share transport information with your partners.

Communicate fluently with your partners

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Create your workspace and invite the people you work with.

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

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

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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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