Design Manager

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Quick Text

Learn about what is shown on the Design Manager Dashboard

Understanding the Dashboard

Learn how to access and change your billing details

Change Billing Invoice Details

Learn about our resources for training and support

Available Training & Support

Learn about the flow of work or the design process in Design Manager

An Interior Design Business Model

Learn about how projects are defined and set up in Design Manager

Organization of Design Projects in Design Manager

Learn about the accounting system in Design Manager

The Accounting System

Consultants and Partners provide professional services to your firm in order to increase your success.

Design Manager Partners

See a typical process or steps for when to enter information and transactions into Design Manager

Interior Design & Accounting Process in Design Manager

What are the costs and options for switching between monthly and annual billing in Design Manager, and how do they differ?

How can administrators reset a user's password in Design Manager?

The DM Web Workflow follows the lifecycle of a client project — from client creation through proposals, purchasing, invoicing, and final payment collection — while tracking the accounting impact at…

DM Web Workflow & Accounting Impact Guide

Bobbie Combs

Jeremy Powers

General Information

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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.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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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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