Access Elite

Practice Management: System Requirements

Practice Management: Setup workstations to a Network Dedicated Server

The Install Updates dialog box appears when opening Elite and the old Practice Management Installer appears.

Practice Management: Install Updates dialog appears when opening Elite

Practice Management: Migrate from Elite Online to Elite Desktop

Moving to a new Device.
Download / install / Elite on a new computer / PC / laptop.

Practice Management: Move Elite desktop edition to a new device, machine

Practice Management: Sync database from Terminal Server to Elite Practice Management

Practice Management: Performance: Elite is slow to open

How to Install or run a fix/patch file for Access Elite.

Practice Management: Install or run a fix/patch file for Access Elite.

Guides and support for technical issues including installation. 

Elite Technical

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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.