GUIDEcx

Here's a little help from us to you to get your team ready for GUIDEcamp!

How do I ask my team to complete Trailhead?

You are able to edit several communications that get sent out. Check this article out to see which ones those are.

How do I personalize my outbound communications?

Have you ever wanted to have GUIDEcx be in its own window and act as a desktop application? Thanks to chrome shortcuts - you can!

Chrome Desktop Shortcut/"Application"

An introduction to notifications, general notification settings, verifying your domain, and resending the invitation email.

Notifications Overview

Who Receives What Notifications?

If you've updated your logo and colors, keep that experience consistent by white labeling your GUIDEcx instance!

How do I White Label my experience?

Upload a profile picture, update your contact information, and adjust notifications and privacy in your Profile Settings.

How Do I Update My Profile Settings?

If you have several brands under a parent company you can onboard your customers with different brands!

What are Brands?

Companies now have the option to change which currency they’d like to operate in. To change the currency, follow the steps below:

How do I change currency types?

You have the ability to customize your email notifications to be a perfect fit for your work flow.

How do I unsubscribe from Email Notifications?

Onboarding shouldn't be a process, it should be an experience!

What does it mean to be a "GUIDEcx-Certified" Provider?

Here's a breakdown of the different types of emails, who gets them, and how they're triggered.

Understanding GUIDEcx Notifications

If you, a customer, or anyone else can't access GUIDEcx check out this guide to help troubleshoot access issues!

How to Troubleshoot Logins

Elan Maynez

Genevieve Easterling

Commonly Asked Questions

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Find answers and get help from Intercom Support and Community Experts

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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.

{appName} in 60 seconds

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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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.