IdeaRoom

Embedding Your IdeaRoom Configurator

How to Configure/Add DNS Records

Sender Email Authentication Requirements

How to Change Colors and Logos

Customize your installation surface shape

Installation Surface Shapes

Print a PDF version of your quote directly from the designer

Printing Quotes

Step-by-step process for changing your company information on your IdeaRoom site via SalesView

How to Update Company Information

How to control which components appear in each configurator menu tab and in what order, using the sup_uiMenuComponentCustomization table in Boost.

Configurator Menu Customization (sup_uiMenuComponentCustomization)

Managing IdeaRoom

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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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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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