SuperOkay

How SuperOkay works

Maria Constantinescu

Below you can find a brief overview and how-tos for SuperOkay's features.

Getting Started

Instructions on how to connect your custom domain to your SuperOkay client portal.

How to connect your custom domain

Learn how to set up Email White Labeling inside SuperOkay and start looking professional, the lean way 😎

How to set up Email White Labeling

A quick guide on how to embed apps in SuperOkay

How do you embed apps in a SuperOkay client portal?

How to create a Client Portal or Project

Learn how to use SuperOkay's features to make your Portal look awesome

How to customize a Client Portal

How to use Tasks

How to chat with clients

How to use Billable Services

How to use Admin Settings

How to use Templates and the Content Library

How Tos

Navigation

Sharing & exporting

Creating an account

How notifications work, what actions trigger them, and where are they delivered for bot you and your clients?

Quick Guide on how Notifications work in SuperOkay

Your Portal Homepage

How to organize your client work in SuperOkay

Working with Project Portals

Working with Documents and Content Blocks

Never do the same work twice with SuperOkay reusable content.

About your Content Library

SuperOkay Basics

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

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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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.