ProLine

This guide walks you through the Profile section under Account Settings, explaining what each field is for and how it can be used.

Account Settings: Profile

Learn how to customize default views for individual users, including setting defaults for desktop and mobile views, pipelines, and more.

Account Settings: Defaults

This article will walk you through how to access and set up Classic Mode, its key features, and best practices for configuration.

Account Settings: Phone (Classic Mode)

This article walks you through what Hybrid mode is, how to activate it, and key considerations for it.

Account Settings: Phone (Hybrid Mode)

This is a detailed guide on what Direct Call Mode is, how to enable it, and what to expect when using it.

Account Settings: Phone (Direct Mode)

This guide walks you through how to activate and configure browser mode for optimal performance.

Account Settings: Phone (Browser Mode)

This guide will walk you through how to enable and configure this feature from your ProLine account settings.

Account Settings: Phone - Missed Call Auto Responder

This guide explains how to set your individual working hours in ProLine and configure how your account handles calls that come in outside of those hours.

Account Settings: Working Hours

This guide walks you through notifications within ProLine and the options you have for alerts.

Account Settings: Notifications

This guide walks through how to access admin settings and explains the functionality of each checkbox option.

Account Settings: Notifications - Global (Admin)

This guide walks you through how to update your login credentials, including your email and password from within the account settings.

Account Settings: Security

Laura Acosta

All account settings broken down step-by-step.

Account Settings

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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.

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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.

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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