DaySmart

Remote Access & Firewalls

How do I manage employee permissions for Remote Access?

How to Remove a Remote Access User

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?

Creating and Adding Remote Access Users

Resetting Your Remote Access Password

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

Keeping Remote Access Connected

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

Restarting the Remote Access Service

Angel Horowitz

Kyle Goodman

Remote Access

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Create your workspace and invite the people you work with.

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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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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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