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

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

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

How To Reset 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

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Remote Access

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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.

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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.

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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