Design Manager

Watch this video to learn how to enter your company settings

Company Settings Video

Learn how to setup defaults for projects, pricing and documents

Project, Pricing, and Document Settings

Learn how to manage and add users to your account

Adding & Managing Users

Learn how to setup default accounts for Sales, COGS, Accounts Receivable and Accounts Payable

Accounting Settings

Learn how to add a sales tax percentage or code in Design Manager

Adding a Sales Tax Code

Learn how to add and edit locations, sales categories, ship to codes, remarks, time activities, sales tax codes and units of measure

Managing Glossaries or Lists

Learn about adding remarks to proposals and invoices and conditions for purchase orders

Proposal, Invoice & Purchase Order Remarks and Conditions

Learn about the different user security roles

User Security Roles

How to Customize a Component

How can I set up multiple email addresses for clients and projects in Design Manager?

What are billing settings in Design Manager, and how do they work?

Bobbie Combs

Jeremy Powers

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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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