DaySmart

Learn how to prepare, format, and import your data files to ensure a smooth transition into DaySmart Cloud.

Importing & Migrating Data

Learn how to make products, services, coupons, and clients inactive instead of deleting them, and how to permanently delete an item if you need to, including removing it from every…

Deleting Information from Your Database

Kyle Goodman

Manage Data

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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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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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