Fenergo SaaS

Accessing the Portal, Journeys, and Tasks

Documents that have been approved in Fen-x by the user are being enforced as requirements in the portal

Who owns the portal setup?

User is unable to view/ download submitted docs on the Client Portal

Hidden Field With Blank Name Appearing on Portal Link Page Due to Indexing and Order Configuration

Portal Login/Signup page pulling user's profile picture

List of browsers supported for Portal application

How to sign up for the Portal?

(User Friendly) Portal Error Messages on Log in

Journey Not Triggering in the Portal Due to Duplicate Conditions

Portal - Verification Emails Not Being Delivered

This Collection includes the articles related to Fenx- Portal Functionality

Portal

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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.

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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