Method

How to become eligible for the Method Partner Program

Partner Program Eligibility & Application

This article contains info for existing Method Partners!

Accessing Your Partner Portal

Method Partner Portal

Discounted Method accounts are available to partners

Discounted Partner Method Accounts

Add a certification to your LinkedIn profile.

How to share your Method:Partners certification on LinkedIn

Have your web listing appear on the Find a Method:Partners page.

Update your Partner Listing

The copy / import screen tool is for our existing Method Partners only

Copy / Import Screen Tool [Beta]

Partner Challenges

Method Partner Program

Customization Services

Terms of Service

Security and Backup

Privacy Policy

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Create your workspace and invite the people you work with.

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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.

{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.

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