Connie is built for teams. Whether you're working with two people or twenty, you can invite as many colleagues, collaborators, and team members as you need. All plans include unlimited team members, so there are no extra costs as your team grows. For an overview of how team management works in Connie, see Managing your team on Connie.
Invite a team member
Step-by-step guide
1. Click Settings in the left-hand menu, then click Our Team.
To add a team member, simply go to Settings->Team. This is where you manage everyone with access to Connie.
2. Click Invite team member.
Click on Invite "Team Member" on the top right.
3. Fill in the team member's details:
Fill in the team member’s information. This includes:
Name
Email
Phone (optional)
Title (optional)
Department (optional)
4. Select projects.
Select which Projects the team member should have access to.
5. Optional - Associated Company
If you have multiple companies linked to your account, select the relevant one under Associated Company.
6. Assign permissions
Assign the appropriate permissions. See Understanding permissions for guidance.
7. Click Save
The team member will receive an invitation by email.
💡 Email invites not received? Well, sometimes our notification emails ends up in the spam folder. Please have your team member check there. If it's not there, double-check their email, and simply ask them to go to https://app.getconnie.com and log in.
Invite an external collaborator
The process of inviting an external collaborator is very similar to inviting a team member. Here is a detailed guide:
Step-by-step guide
1. Go to Settings & Select Our Team
Click Settings in the left-hand menu, then click Our Team.
2. Click Invite collaborator.
Click Invite collaborator in the top right corner.
3. Fill in the collaborator's details:
Fill in the collaborators’s information. This includes:
Name
Email
Phone (optional)
3. Select projects
Select which Projects the collaborator should have access to.
4. Optional - Associated Company
If you have multiple companies linked to your account, select the relevant one under Associated Company.
5. Assign permissions
Assign permissions. Choose whether the collaborator can view their assigned Projects only, or also manage contracts (issue, edit, download, and export). See Understanding permissions and Managing Your Team for guidance.
6. Click Save
The collaborator will receive an invitation by email.
Difference between Team Member and Collaborator
The main difference is that a collaborator only has access to the Projects you explicitly grant them. Collaborators cannot:
Create Projects
See other Projects
See the contract archive
Create or edit templates
Access Settings
Invite others
Adjust permissions or access settings
Convert a collaborator to a team member
Need to give someone more access? Here is how to upgrade a collaborator to a full team member in just a few steps.
Click Settings in the left-hand menu, then click Our Team.
Find the collaborator and click the three dots next to their name.
Click Convert to team member.
1. Click on Settings
Click Settings in the left-hand menu, then click Our Team.
2. Find the collaborator
Find the collaborator and click the three dots next to their name.
3. Click Convert to team member
Click on convert to team member and they will be upgraded straight away.
💡 Good to know: This also works the other way around. To downgrade a team member to a collaborator, click the three dots next to their name and select Convert to Collaborator.