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In Practice Manager Contact you can launch other modules from the Client Centric area, such as JobFlow Manager. ​ If you find the program tab or icon missing for your program, follow the steps below:

Go to Options, Client Centric.

In the Client Centric Options window, ensure JobFlow Manager is ticked, then click OK.

1. Log in to Practice Manager Contact.
2. Go to Options, Client Centric.
3. In the Client Centric Options window, ensure JobFlow Manager is ticked, then click OK.

Practice Manager Contact - JobFlow Manager icon is missing in Practice Manager Contact

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Create your workspace and invite the people you work with.

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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.

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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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