DaySmart

If Remote Access can't connect or the software can't detect an internet connection, your Windows Firewall may be blocking it. Follow these steps to enable the rules Remote Access needs.

Remote Access & Firewalls

Learn how to connect two or more business locations using Tailscale or Hamachi VPN so you can share and view database information across locations in the software.

Multi-Location (Wide Area Network or WAN) Setup

Keeping Remote Access Connected

Find out which web browsers are recommended for the best experience with the software, including download links for each browser.

What Web Browser Is Recommended?

Learn how to create a Remote Access administrator account, add employee users, manage their permissions, and remove users from the Remote Access website.

How To Create & Manage Remote Access Users

Does my computer need to be on for Remote Access to work?

Learn how to reset a forgotten Remote Access password from a web browser or the mobile app.

How To Reset Your Remote Access Password

Restarting the Remote Access Service

Angel Horowitz

Kate Biel

Remote Access

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Create your workspace and invite the people you work with.

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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.

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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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