Configurations

The Striven Team has compiled the following resources on frequently visited topics that are encountered while configuring your system’s configurations. Within this Getting Started guide, you can learn about External Appointment Links, Workflows, and Portal Access.

External Appointment Links are a convenient way to allow your Customers to schedule time to meet with you, without the need to utilize another service. Once configured, Customers can choose a time and date that is available on your created Calendar to schedule a meeting. The resources listed below contain information on creating and utilizing External Appointment Links to the fullest.

• Click here to watch a video playlist on creating External Appointment Links.
• Click here to learn about configuring External Appointment Links.

Workflows are a powerful and versatile feature that can assist with the automation of communications and task creation. Through the use of triggers and actions, you can create discussions, tasks, or send emails and text messages. Workflows can be created through 6 different datasets. You can use the resources below to learn to maximize your communication and productivity in Striven with Workflows.

• Click here to read our Support Guide on Workflows.
• Click here to watch a video playlist on Workflows.
• Click here to learn about how Triggers and Actions work together.

The Striven portal is a quick, convenient, and secure way to accept payments, offer Order Management, and communicate with your Customers. However, there are specific scenarios in which you may not want your Customer to have access to the Portal. Our guides below explain how this can be done with a simple import and how the default access setting can be removed.

• Click here to learn about Removing Portal Access for your Existing Customers.
• Click here to learn how to disable Default Access to the Customer/Vendor Portal.