Create a Finch Dashboard for your Organization (1 person)
If you have not already, have one person from your team create a Finch Dashboard for your organization.
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- Make sure to create the account with your business email address
- Name the organization what you would like your customers to see (note - there are ways to update this and customize later)
- Log in and invite other team members to the board using the settings. Select appropriate roles for each team member as you invite them.
Get familiar with Connections and Integrations
Connections
- Track Staged Connections - See if your plan sponsors have opened Finch Connect and what stage they completed.
- View Live Connections - See all the connections that were successfully created by your plan sponsors completing Finch Connect. Also see when the data last synced.
Integrations
- Use Preview in Connect to walk through the same experience your Plan Sponsors will go through in Finch Connect. The authentication screen is customized for each provider.
- Manage the list of Integrations (Payroll Providers) that your plan sponsors see in Finch Connect. Your implementation engineer will initially configure this list when they create your production application, but as Finch Support more integrations you will add them here (look for announcements when we support new providers). You can confirm the correct integrations are enabled by cross referencing the list in Payroll Provider Compatibility.
Send the PensionPro Tenant Id to Finch (only if you use PensionPro)
In PensionPro, go to Maintenance > Firms & Locations > Firms to find you tenant id. You can send it to any Finch representative you have been working with such as the implementation engineer.