Tudodesk

Setting up the summary builder

How do I add or insert a new tab on my board

How to invite a team member?

Need to add a user or learn how to manage roles. Learn all about user management.

Managing users

How to set-up personal notifications when ticket events occur.

Personal notifications

What the user roles and how do they restrict access.

What are the user roles in Tudodesk

How to import services, products, or parts

How to import your own data

Set up single or multiple sales taxes for your local agencies

How To Set Up and Track Sales Tax

How to import customers lists

How to create a short cut on the Quick Launch menu bar.

The quick launch menu

Email signature generator

Tudodesk has a number of options to help you manage your users. To help you make it even easier we added user deactivation.

How do I deactivate a user

You can change your a users role permission to restrict their access to your domain and data.

Editing a user's role permission

Edit your name, photo, phone number, bio and signature.

How to Set Up your Profile

Brand your documents and communication with your company logo.

How to Upload Your Company Logo to Your Documents

How to add an email signature to messages and a profile photo using the profile settings.

How to Add an E-mail Signature and Photo to Your Profile

How do you edit the board tabs?

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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.