ZoomSphere

Have you already invited your clients to ZoomSphere? Amazing! 👏🏼

To help them get started and make their work easier, we’ve prepared a Clients’ Guide – a handy manual for everyone with the Client Role.

Inside, clients will find everything they need to know about how to:

and communicate effectively with your team directly in ZoomSphere.

- review and approve posts,
- stay up to date with planned content,
- and communicate effectively with your team directly in ZoomSphere.

Make sure your clients have the guide – and enjoy smoother collaboration from day one! 📚

Clients' Guide.pdf

A PDF guide with all the information your client needs to use ZoomSphere 📚

Clients' Guide

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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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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.

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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.

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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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