MoonClerk

MoonClerk's extensions live in the Extensions menu in your account's main navigation. Click Extensions to open the menu, then choose Digital Delivery, MoonClerk Pro for Mailchimp, or Crowdfunding.

If you haven't added an extension yet, the same pages let you learn more about it and add it to your account. Each extension has its own collection of help articles in this Help Center — search for the extension's name to find them.

For accounts on the new MoonClerk dashboard design.

Where do I find the Digital Delivery, Mailchimp Pro, and Crowdfunding extensions?

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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.

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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.

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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