Yeeflow

Service Portal offers external user access to applications with customizable permissions and branding options for various access levels.

Understand service portal

Add, edit, or bulk import Yeeflow service portal users. Manage details and permissions for enhanced user handling.

Service Portal User Management

Invite users to Yeeflow Service Portal by admin email input; invites become login accounts upon acceptance.

How to invite users to your Service Portal

Import users to Yeeflow via Excel, set passwords, email invites, and review logs for confirmation or errors.

How to import users to your Service Portal

Admins can edit Yeeflow Service Portal user info, change passwords, or delete accounts, with specific field access. Deletion is irreversible

Edit user information in Service Portal

Create secure service portal that allows customers, partners and vendors to access information and services related to their account with a business. 

Service portal

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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.

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