Elmo Software

Michael Ho

Our Customer Success Managers (CSMs) are dedicated to understanding your unique needs and partnering with you for ongoing optimisation. They identify areas for improvement and provide outcome-focused support beyond your sessions together.
 
Explore this area to learn more about our dedicated services, sign up for optimisation classes and webinars, and access previous webinar recordings. Get the most out of your modules with our expert guidance and resources.

Customer Success

Optimising Your Onboarding Module

Optimising Your Learning Module

Module Optimisation

Customer Success Optimisation Class: PayRTA Module

Optimisation Classes

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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.

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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.

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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.

Prototype integrations answer

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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