ECI | EvolutionX

In this video, I will cover all elements within the customer module of your EvolutionX adminscreen, allowing you to setup accounts, users and also assign roles. &nbsp;I hope you enjoy it! 😎

Account Setup, Account Imports, Users, Guests, Roles, Importing Users into Accounts, Addresses

Setup your customer accounts and get them spending through your store 👥

🎞 - Accounts, Users & Roles

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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.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

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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