Ownwell

👋🏻 Hello and Welcome to Ownwell! ​ You're only a few steps away from boosting client engagement 🚀 ​ To get started with Ownwell, open up your invite email that you received from <a href="mailto:notifications@mg.ownwell.ca" rel="nofollow noopener noreferrer" target="_blank">notifications@mg.ownwell.ca</a>. The subject line should look like this: "[Broker's Name] has invited you to collaborate on Ownwell" ​ ​Here's how to accept your invite and access your Ownwell account: ​

How to Set Up Your Partner Account in Ownwell.

Partner Step 1: Accept Your Invite & Access Your Account!

support@ownwell.ca | 9:30am-2:30pm PST Mon - Fri

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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.

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Connect the tools your team already uses to bring data in.

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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.

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.

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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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