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 users, so there are no extra costs as your team grows.
The following will walk you through the practical steps of inviting team members or collaborators to your Connie account.
Inviting a Team Member
Video guide
Step by step guide
1. Go to Settings & Select Our Team
To add a team member, simply go to Settings->Team. This is where you manage everyone with access to Connie. Click on Invite "Team Member" on the top right.
2. Enter details
Fill in the team member’s information. This includes:
Name
Email
Phone (optional)
Title (optional)
Department (optional)
3. Select projects
Choose which projects the team member should have access to.
4. Optional - Associated Company
If you have multiple legal entities (companies) linked to your account, you can choose which one the new team member should be associated with.
5. Assign permissions
Give the right level of access, depending on what they need to see or manage.
Learn more: Understanding permissions
6. Click Save
Your team member will receive an invitation to join Connie.
💡 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.
Inviting a 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
To add a team member, simply go to Settings->Team. This is where you manage everyone with access to Connie. Click on Invite "Collaborator" on the top right.
2. Enter details
Fill in the collaborators’s information. This includes:
Name
Email
Phone (optional)
3. Select projects
Choose which projects the collaborators should have access to.
4. Optional - Associated Company
If you have multiple legal entities (companies) linked to your account, you can choose which one the new collaborator should be associated with.
5. Assign permissions
Choose whether this Collaborator should only be able to view their assigned projects and documents, or if they should also be able to manage contracts (issue, edit, download, and export). Not sure what's right? See Managing Your Team and Understanding Permissions for guidance.
6. Click Save
Your Collaborator will receive an invitation to join Connie.
Difference between Team Member and Collaborator
The primary difference between a Team Member and a Collaborator is that a Collaborator only have access to projects you grant them access too explicitly.
Apart from that, here are things that an External can't do:
Create Projects
See other Projects
See Contract Archive
Create and Edit Templates
Access Settings
Invite Others
Adjust Permissions and Access Settings
Upgrade 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.
How to upgrade a collaborator
1. Go to Settings
Click on Settings in the left-hand menu and select Our Team.
2. Find the collaborator
Locate the person you would like to upgrade and click the three dots next to their name.
3. Click Convert to Team Member
Select 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.