Zest

Getting started with Zest Concierge project management.

Getting Started

How to Place and Manage Test Orders in Concierge

How to Connect Stripe for Payment Processing With Concierge

How to Integrate Concierge With Non-Shopify Platforms

How to Configure Transactional Emails for Concierge Orders

How to Set Up and Manage Concierge Projects

Guides, how-tos, and tips to installing Concierge.

Installation

How to Upload and Configure Gift Messages in Concierge

How to Set Up Shipping for Concierge Orders

How to Configure Address Validation and PO Box Restrictions in Concierge

How to Upload Recipient Lists via CSV in Concierge

How to Submit Concierge Orders for Processing

How to Import Products From Shopify Into Concierge Projects

Configuring Concierge Project Settings

How to Create and Manage Invoices in Concierge

Invoicing

Find answers and get help from Intercom Support and Community Experts

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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.

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.

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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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