CloudExtend

Simplified Setup: Simplified and guided setup for Admins and Users to get started.

- Simplified Setup: Simplified and guided setup for Admins and Users to get started.

CloudExtend Calendar For NetSuite – June 2013 (Version 2.0)

ExtendInsights for NetSuite

ExtendSync (Outlook) for NetSuite

General (applies to all products)

ExtendDocs

ExtendInsights for Salesforce (legacy)

ExtendSync (Google) for NetSuite

Product Announcement Webinar Replays

ExtendInsights (HubSpot, Salesforce, Chargebee, Stripe, etc.)

Calendar Autopilot (Outlook) for NetSuite

On Demand Training Videos

Other

ExtendInsights (Excel Apps)

ExtendSync (Email Apps)

Document Management

Admin Portal

On Demand Training

University

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Create your workspace and invite the people you work with.

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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.

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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