Very Lucky Ventures

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Tim Lea

What the onboarding is, how long it takes, and your first steps, whether you own the firm or were invited to help.

Getting Started

Accepting your invite, signing in, the adviser question, and who can do what.

Accounts, Invites & Roles

Exactly who can see the information you enter, and how confidentiality is protected.

Privacy & Who Sees What

Inviting your team, assigning sections, doing your assigned part, and managing access.

Working Together

How to complete each section of the onboarding, with tips for answering.

Filling In Your Sections

How saving works, tracking what's left, and what to do if something goes wrong.

Saving, Progress & Troubleshooting

Find answers and get help from Intercom Support and Community Experts

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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.

{appName} in 60 seconds

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.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.