Delenta

Delenta's all-in-one coaching platform allows you to add multiple coaches for one company

How to add coaches

Using Delenta's all-in-one coaching platform you can customise your client's onboarding experience

How to customise client experience (Premium/Teams/Enterprise)

Using Delenta's all-in-one coaching platform you can match clients with the right coaches

Teams: How to Change Primary Coach and Assign Multiple Coaches

Delenta Team and Enterprise allows you to set up one Stripe/PayPal account for your organization

How to set up a global Stripe/PayPal account

Admins can set their account name, brand theme, and email contents inside the Team Account

Guide to Team Settings & Privacy

How to setup a custom domain and coaches team page

Teams: How to Create and Assign Packages to Coaches

Teams: Disable all money related items on coaches

Teams: How to Customize Your Email Templates

Teams: Selling Company Packages Directly from the Admin Portal

In the Delenta Team Portal, the roles of Super Admin and Admin offer distinct levels of access and control. This article provides an itemized, side-by-side feature breakdown to clarify the…

Super Admin vs. Admin: A Comparative Guide to Delenta Permissions

How to Set Up a Custom Domain in Delenta Using GoDaddy

This section provides an explanation of how to invite clients to your team

Inviting clients to  your team

This article provides step-by-step instructions for accessing the CRM, and exploring its features.

CRM Functionality on Team Portal

How to Invite a Report Viewer (Read-Only User) as a Super Admin

Understanding the Report Viewer (Read-Only User) Portal

Company Group Coaching

Learn how to quickly bulk upload your contacts to the CRM using the import function.

Teams - How to Import Your Contacts?

Email Integration with Delenta

Company Shared Folder (CSF) for Teams

Company Courses

Administrator Guide: Seamless Onboarding for Pre-Paid Clients (Discovery to Active Status)

One Login, Total Control: Secure Proxy Access for Caregivers & Assistants

Microsoft Teams Integration: Admin Approval Required

Managing Your Team in Delenta

Getting Started with Calendars: Individual Calendar vs. Team Calendar

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Namrata Raghunath

Delenta Teams/ Enterprise feature articles 

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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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