Dcisive

Managing Admin Settings

Managing Users

Managing Roles

Dcisive Hosting Regions

Everything Admin

Permission Set Management

Profile Management

Adding Dcisive Component to Salesforce Pages

Configuration in support of the Dcisive View in Salesforce

Salesforce Configuration

Dcisive Storage Locations Admin

Detailed steps required to enable google drive as a file storage location

Enabling Google Drive Storage

Detailed steps required to enable Amazon S3 as a file storage location

Enabling Amazon S3 Storage

Detailed steps required to enable Azure Blobs as a file storage location

Enabling Azure Blob Storage

Detailed steps required to enable Salesforce as a storage location

Enabling Salesforce Storage

Enabling Sharepoint Storage

all you need to know about Dcisive supported storage locations

Storage

Dcisive's support for Microsoft's Authentication

Microsoft's Entra ID

Connecting External Applications to Dcisive

External Application Connections

Authorisation

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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.

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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.

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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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