Connect 211

Here's a brief overview of the Services Dashboard. This document will periodically be updated to reflect changes made to the system. You feedback is welcome!

Navigating the Services Dashboard

This is a step-by-step guide to posting an alert on the front page of your resource directory.

Alerts

This is a step-by-step guide to using the highlights feature on your resource directory.

Highlights

If you're one of the clients we're migrating from Google Analytics to Umami, you've probably noticed something: the two dashboards don't agree. Usually, Umami shows more visitors than Google Analytics.…

Why Your Google Analytics and Services Dashboard (Umami) Numbers Don't Match (And Why That's Okay)

Kylie Johnson

The complete user's guide to our Services Dashboard

Services Dashboard

Connect211.com

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

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A quick lap of the product so you know where everything lives.

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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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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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