WayCool Software, Inc.

Log in to CoolFocus 5 here: <a href="https://next.coolfocus.app/sign-in" rel="nofollow noopener noreferrer" target="_blank">https://next.coolfocus.app/</a>

Once you are logged in, you will be viewing the Home screen.

Click the Settings gear icon (must have Admin access to view Settings)

- Click the Settings gear icon (must have Admin access to view Settings)
- Click Give Settings

Then click the CoolPay Sign-up link:

- Then click the CoolPay Sign-up link:

The CoolPay Sign-up link will explain what you will need before you can begin the application process for CoolPay and will then provide you with a link to get started. Please start a chat with our support team if you have any questions as you proceed.

How to sign-up for CoolPay - the online donation processor for your donors

CoolPay Sign-Up for CoolFocus 5

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Create your workspace and invite the people you work with.

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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.

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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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