EAL Connect

Additional EAL Info

Updating your Centre Address in Smarter Touch

Updating your Billing Address

Maintaining the Main Centre Address

Maintaining your e-Invoice Email Address in Smarter Touch.

Amending Centre Contacts in Smarter Touch

Requesting a Reasonable Adjustment Form

Edit Permissions

Edit Personal Details

Change User Type

Notification Settings

Saving Visit Reports

Adding a New Site and Linking a Qualification

Adding a New User

Adding a New Qualification to your Remit

Downloading Documents

Linking an IV to a Qualification

Changing Centre Details in Smarter Touch

Deactivate User

Richard Fleetwood

Christopher Wootton

Step by step guidance to help navigate our Smarter Touch System.

Smarter Touch

Understanding Roles and Responsibilities in Smarter Touch.

A Guide to Smarter Touch

How do I reset my Smarter Touch password?

Frequently Asked Questions

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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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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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