Foundry (TC.NET)

Nexternal: Using the OMS - Best Practices, Four Golden Rules

Use the order archive function to keep your OMS tidy and speedy.

Nexternal: Archive Orders to Maximize OMS Performance

Nexternal: Optimize OMS Speed by Limiting Line Items per Page

Use WYSIWYG Editors properly to avoid editing and display problems.

Nexternal: How to Use (and NOT use!) WYSIWYG Editors

Nexternal: Insert an Image While Using a WYSIWYG Editor

Specific Quick Link steps only for Nexternal users.

Nexternal: Create Quick Links to Nexternal Pages in Foundry

Pamela Topper

Using the Order Management System (OMS) - Tips, Tricks & Support

Find answers and get help from Intercom Support and Community Experts

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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.

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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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