Digitrade

You apply a theme template from the Templates screen in Theme Manager.

Templates screen with the Sync and Apply actions

In the Theme Manager menu, open Templates.

Select Apply for the template you chose.

1. In the Theme Manager menu, open Templates.
2. Choose the template you want to apply.
3. Select Apply for the template you chose.

<a href="https://help.digi-trade.io/en/articles/15579683-theme-manager-overview">Theme Manager overview</a>

<a href="https://help.digi-trade.io/en/articles/15579682-edit-the-color-palette">Edit the color palette</a>

- <a href="https://help.digi-trade.io/en/articles/15579683-theme-manager-overview">Theme Manager overview</a>
- <a href="https://help.digi-trade.io/en/articles/15579682-edit-the-color-palette">Edit the color palette</a>

You apply a theme template from the Templates screen in Theme Manager.

Apply a theme template

Create a custom design with text, images, and links

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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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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.

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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Create your account and invite the first people to your workspace.

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