DaySmart

Reinstalling DaySmart Desktop Software

How can I obtain my newest temporary serial number?

Registering with an Online Account

First Time Setup and Installation

These instructions will help you switch a Client workstation with a Server in a network environment. This is commonly done because of hardware failure or computer upgrades.

Switching Client and Server Computers

Learn how to update your desktop software to the latest available build of version 13 using the in-app update tool or by downloading directly from the website.

Updating the Desktop Software

Learn how to upgrade your desktop software to version 13 from a previous version, including backing up your database, uninstalling, and registering.

Updating to Version 13 from a Previous Version

Transferring DaySmart to a New Computer

Do I need assistance to install DaySmart?

Connecting Your Client Computers

Angel Horowitz

Kyle Goodman

Software

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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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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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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.

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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