My Practice Cloud (MPC)

How to Sign Up to My Practice Cloud

What are the different access Tiers in MPC & how to do you upgrade?

MPC Tiers Explained & How to Upgrade

This guide explains how to log in to MPC and what to do if you have forgotten your password.

How to Access MPC

A Guide to Understanding and Using MPC Reports

How to Use MPC Reports

How to set up daily MPC email notifications

How to Set Up Daily Email Notifications

A Step-by-Step Guide on How to Add, Edit and Delete User Accounts

How to Add, Delete and Edit Users

A Guide to Understanding and Setting up Scheduled Reports.

How to Set up Scheduled Reports

Courtney Forrester

Lily Hunt

Everything you need to get going with MPC

Getting Started & General Information

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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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