Vicinity

Phase 1 is all about setup. Here’s the full checklist of everything we need to build your app and dashboard.

Phase 1: What We Need From You

Every app needs a privacy policy. Here’s what it’s for, where it should live, and what to include.

Your App’s Privacy Policy

If your app includes exclusive content or member-only offers, you’ll need to choose how users verify their eligibility. Here are the three options.

Choosing Your Verification Method

Already have a business directory, offers or content on an existing platform? Here’s how we bring it across to your new app.

Migrating Your Existing Content

Heather Clamp

The choices and assets that shape your app's look, feel and first impression.

Phase 1: App & Dashboard Setup

Find answers and get help from Intercom Support and Community Experts

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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.

Connect your stack

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

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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.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

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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