DaySmart

Reinstalling DaySmart Desktop Software

How can I obtain my newest temporary serial number?

Registering with an Online Account

First Time Setup and Installation

Learn how to switch a client workstation with a server in a network environment, including how to backup your database, set up the new server, and reconnect client computers.

Switching Client and Server Computers

Learn how to update your desktop software to the latest build of Version 13, or upgrade to Version 13 from an older version — including backup, uninstall, install, and registration…

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.

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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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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