CM Provider

How to assign a tag to a client in CM Mobile.

Assign a tag on CM Mobile

How to check if a client has a tag registered in CallConfirmLive!

Check if a client has a tag registered

How to duplicate an NFC tag for a client in CM Mobile.

Duplicate an NFC tag

What to do if you receive the 'This tag has not been registered to a client' error in CM Mobile.

Error: Tag not registered to a client

How to prevent lost tag events in CM Mobile.

Lost tag events

How to order CM Mobile tags through the self-service ordering portal.

Order CM Mobile tags

An overview of tag history in CM Mobile and what the event statuses mean.

Tag history

An overview of the tag types available for use with CM Mobile.

Tag types

How to enable NFC settings on your device for use with CM Mobile.

NFC settings

Understanding why a 'New tag collected' notification appears on your device.

New tag collected

How to unregister a tag from a client in CM Mobile.

Unregister a CM Mobile tag from a Client

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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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