Dock

Admin

Inviting internal users to Dock and setting roles

User Roles and Permissions

Teams

SAML SSO

Configuring SCIM Provisioning

User management

How to customize the look and feel of Dock

Brand theme

Dimension recommendations for cover image headers

Cover Image Dimensions

How to configure a custom domain for sharing workspaces

Custom Domains

Set email notifications to come from your company email

White-Label Dock Email Notifications

Setting your brand theme & white-labeling Dock

Brand settings

The homepage gives every rep the right tools as soon as they log in

Customizing Home

Limit which workspaces, accounts, and slides Standard users can see

Access rules

How to edit your email notification settings

Email Notification Settings

How to customize the side navigation in Dock

Navigation

How to control the Dock experience for your team

User experience

How to leverage pre-built reports to better understand Dock usage

Reports in Dock

Understanding the pre-built Client report in Dock

Client Engagement Report

Understanding the pre-built Team Usage report in Dock

Team Usage Report

Understanding the pre-built Sales report in Dock

Sales Impact Report

Understanding the pre-built Implementations report in Dock

Implementations Report

Understanding the pre-built Content Influence report in Dock

Content Influence Report

Reporting

How to update payment method, contact info, or upgrade your plan.

The Dock Billing Portal

Dock AI Usage Policy

Explaining usage limits in Dock's free plan

How Dock's Free Plan Works

Billing

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Create your workspace and invite the people you work with.

Set up your account

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

Ship something

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

Connect your stack

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.

Prototype article-aware answer

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.

Prototype getting-started answer

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.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.

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