Encompass Technologies

<a href="Home?DashboardID=184447&amp;CurPage=SourcePage&amp;HelpResourcesID=824" target="_blank" rel="nofollow noopener noreferrer">Tour the Encompass Sidebar </a>

<a href="Home?DashboardID=184447&amp;CurPage=SourcePage&amp;HelpResourcesID=1339" target="_blank" rel="nofollow noopener noreferrer">Navigation Menu Settings and Preferences </a>

<a href="Home?DashboardID=184447&amp;CurPage=SourcePage&amp;HelpResourcesID=116" target="_blank" rel="nofollow noopener noreferrer">Universal Search </a>

<a href="Home?DashboardID=184447&amp;CurPage=SourcePage&amp;HelpResourcesID=855" target="_blank" rel="nofollow noopener noreferrer">My Profile </a>

<a href="Home?DashboardID=184447&amp;CurPage=SourcePage&amp;HelpResourcesID=222" target="_blank" rel="nofollow noopener noreferrer">Reset Password </a>

<a href="Home?DashboardID=184447&amp;CurPage=SourcePage&amp;HelpResourcesID=391" target="_blank" rel="nofollow noopener noreferrer">Managing Favorites</a>

- <a href="Home?DashboardID=184447&amp;CurPage=SourcePage&amp;HelpResourcesID=824" target="_blank" rel="nofollow noopener noreferrer">Tour the Encompass Sidebar </a>
- <a href="Home?DashboardID=184447&amp;CurPage=SourcePage&amp;HelpResourcesID=1339" target="_blank" rel="nofollow noopener noreferrer">Navigation Menu Settings and Preferences </a>
- <a href="Home?DashboardID=184447&amp;CurPage=SourcePage&amp;HelpResourcesID=116" target="_blank" rel="nofollow noopener noreferrer">Universal Search </a>
- <a href="Home?DashboardID=184447&amp;CurPage=SourcePage&amp;HelpResourcesID=855" target="_blank" rel="nofollow noopener noreferrer">My Profile </a>
- <a href="Home?DashboardID=184447&amp;CurPage=SourcePage&amp;HelpResourcesID=222" target="_blank" rel="nofollow noopener noreferrer">Reset Password </a>
- <a href="Home?DashboardID=184447&amp;CurPage=SourcePage&amp;HelpResourcesID=391" target="_blank" rel="nofollow noopener noreferrer">Managing Favorites</a>

<a href="Home?DashboardID=184447&amp;CurPage=SourcePage&amp;HelpResourcesID=98" target="_blank" rel="nofollow noopener noreferrer">Navigating In Table View </a>

<a href="Home?DashboardID=184447&amp;CurPage=SourcePage&amp;HelpResourcesID=113" target="_blank" rel="nofollow noopener noreferrer">Sorting and Searching in Table View </a>

<a href="Home?DashboardID=184447&amp;CurPage=SourcePage&amp;HelpResourcesID=935" target="_blank" rel="nofollow noopener noreferrer">Table View: More Filters </a>

<a href="Home?DashboardID=184447&amp;CurPage=SourcePage&amp;HelpResourcesID=250" target="_blank" rel="nofollow noopener noreferrer">Table View: Add Columns </a>

<a href="Home?DashboardID=184447&amp;CurPage=SourcePage&amp;HelpResourcesID=227" target="_blank" rel="nofollow noopener noreferrer">Table View: Understanding Sub Tables </a>

<a href="Home?DashboardID=184447&amp;CurPage=SourcePage&amp;HelpResourcesID=872" target="_blank" rel="nofollow noopener noreferrer">Copy Any Record </a>

<a href="Home?DashboardID=184447&amp;CurPage=SourcePage&amp;HelpResourcesID=130" target="_blank" rel="nofollow noopener noreferrer">Table Calculator </a>

<a href="Home?DashboardID=184447&amp;CurPage=SourcePage&amp;HelpResourcesID=470" target="_blank" rel="nofollow noopener noreferrer">Downloading a Table to Excel/CSV </a>

- <a href="Home?DashboardID=184447&amp;CurPage=SourcePage&amp;HelpResourcesID=98" target="_blank" rel="nofollow noopener noreferrer">Navigating In Table View </a>
- <a href="Home?DashboardID=184447&amp;CurPage=SourcePage&amp;HelpResourcesID=113" target="_blank" rel="nofollow noopener noreferrer">Sorting and Searching in Table View </a>
- <a href="Home?DashboardID=184447&amp;CurPage=SourcePage&amp;HelpResourcesID=935" target="_blank" rel="nofollow noopener noreferrer">Table View: More Filters </a>
- <a href="Home?DashboardID=184447&amp;CurPage=SourcePage&amp;HelpResourcesID=250" target="_blank" rel="nofollow noopener noreferrer">Table View: Add Columns </a>
- <a href="Home?DashboardID=184447&amp;CurPage=SourcePage&amp;HelpResourcesID=227" target="_blank" rel="nofollow noopener noreferrer">Table View: Understanding Sub Tables </a>
- <a href="Home?DashboardID=184447&amp;CurPage=SourcePage&amp;HelpResourcesID=872" target="_blank" rel="nofollow noopener noreferrer">Copy Any Record </a>
- <a href="Home?DashboardID=184447&amp;CurPage=SourcePage&amp;HelpResourcesID=130" target="_blank" rel="nofollow noopener noreferrer">Table Calculator </a>
- <a href="Home?DashboardID=184447&amp;CurPage=SourcePage&amp;HelpResourcesID=470" target="_blank" rel="nofollow noopener noreferrer">Downloading a Table to Excel/CSV </a>

<a href="Home?DashboardID=184447&amp;CurPage=SourcePage&amp;HelpResourcesID=157" target="_blank" rel="nofollow noopener noreferrer">Dashboards </a>

- <a href="Home?DashboardID=184447&amp;CurPage=SourcePage&amp;HelpResourcesID=157" target="_blank" rel="nofollow noopener noreferrer">Dashboards </a>
- Creating Impactful Dashboards

Video plus link list: distributor basics for navigating Encompass: sidebar, Universal Search, My Profile, password reset, favorites, Table View filters, columns and sub tables, Excel/CSV export and dashboards. Requires v25.09+.

Encompass Navigation Basics

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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.

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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.

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.

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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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Encompass Navigation Basics

Minimum Version Required: 25.09

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