RapidRatings

You can create your FHR Exchange account using the registration code you received from your customer. This code will allow you to create an account and securely transmit your financial data via our <a href="https://intercom.help/rapidratings-fasttrack/en/articles/12557459-what-is-quicksync" rel="nofollow noopener noreferrer" target="_blank">QuickSync</a> or <a href="https://intercom.help/rapidratings-fasttrack/en/articles/12713841-structured-template-fasttrack" rel="nofollow noopener noreferrer" target="_blank">Structured Template</a> options to complete your customer's rating request and become a member of our network.

Creating an FHR Exchange Account

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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.

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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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