Crownbeam

Learn how to set your business name, office email, phone number, logo, currency, and timezone in Crownbeam.

Edit your business details

How to add a billing or shipping address to your Crownbeam account or edit an existing one.

Add billing and shipping addresses

Learn how to upload your company logo in Crownbeam so it appears on case sheets, delivery notes, and MDR declarations of conformity.

Upload your logo

Learn what treatment and shipping dates mean, how Crownbeam calculates them automatically, and where to find the settings.

How dates are calculated in Crownbeam

Learn how to enter public holidays or company holidays in your calendar so Crownbeam doesn’t schedule deliveries on those days.

Block deliveries on non-working days

Learn which shipping parameters Crownbeam uses for date calculation and how to set them.

Configure shipment details

Learn how to bookmark Crownbeam in your browser so you can open it anytime with one click.

Save Crownbeam as a bookmark

Learn how to download your Crownbeam invoices and update your payment details.

Download invoices and change payment details

What happens to your data in Crownbeam and how you can export it.

Export data and what happens after cancellation

Andreas Gruber

Basic guides for dental laboratories – accounts, invoices and team management

Business Settings

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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.

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A quick lap of the product so you know where everything lives.

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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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