Before you begin
Before importing a full portfolio, review the workspace identity, administrator accounts and enabled modules.
Recommended workflow
Create a small pilot group of clients. Invite one team member with restricted access and test one complete workflow before wider rollout.
Verify the result
Confirm the intended client, workspace and access scope. Menu labels can vary with the installed modules and their version.
Important
Keep a record of the configuration and the person responsible for each integration.
When you need help
Share the workspace address, module name, approximate time and a redacted screenshot. Do not share passwords, access tokens or client documents in a public support channel.
Need help with this workflow?
Include the article title and your installed module when contacting the team. Please redact confidential details.
Contact the team