Rello

How to add a conveyancing service to a new VPA payment request

Adding an order to a new VPA payment request

Ordering a conveyancing service for vendors who have an active Rello agreement

Adding an order to an active agreement

Ordering a conveyancing service for a vendor who doesn't have an active agreement with Rello

Direct orders

For conveyancing services ordered via Rello, the funds disbursement works differently

Changes to disbursements

Christiaan Lok

Services available to agencies who have a Rello account

Agencies with a Rello account

Agent portal

Partner portal

API docs

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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.

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.

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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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