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New OBP Portal | What is the National Customer Number?

New OBP Portal | Video - Register as a new user

New OBP Portal | Video Resend confirmation email

New OBP Portal| Video Validate email address

New OBP Portal | Video Create additional OBP account as an existing user

Resolve login issues by verifying the correct web address and clearing browser cache for smooth portal access.

Resolving Login Issues for New OBP Portal

Matisse Jubb

Lorenzo Mari

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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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.

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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