Palmetto Installer Support

Comfort Plan: Program Overview

Comfort Plan: How to Use the Chat?

How to complete all sales requirements to achieve NTP.

Comfort Plan: Milestone Overview

This article details the NTP requirements for our Comfort Plan Program. Achieving NTP signals that all initial point of sale requirements are completed.

Comfort Plan: Completing NTP Requirements

Comfort Plan: Co-Applicants

Comfort Plan: Change Orders

Comfort Plan: End of Term and Buyout Options

Comfort Plan: Eligible Sites

Comfort Plan - Accounting Admins: Portal Funding Guide

Comfort Plan: Start Here 

Comfort Plans-How To Video: Customer Portal Signup

Comfort Plans-How To Video: Quoting & Pricing in Palmetto Portal and Sales Flow Walkthrough

Comfort Plan: Video Training Guides

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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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