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Inviting your team onboard

Easily add colleagues, collaborators, or your entire team to Connie. All plans include unlimited users.

Updated over a week ago

Connie is a collaborative tool, and you can always invite your team on board! All our plans include unlimited users, so you don’t have to worry about costs increasing as you start using our tool with your colleagues, team and collaborators.

Invite team members to your Connie account and start issuing contracts

Here’s how to add your team:

1. Go to Settings

Click on Settings on the left sidebar.

2. Select Our Team

This is where you manage everyone with access to Connie.

3. Invite Team Members

You’ll find this button on the top right.

4. Enter details

Fill in the team member’s information. This includes:

  • Name

  • Email

  • Phone (optional)

  • Title (optional)

  • Department (optional)

5. Select projects

Choose which projects the team member should have access to.

6. 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.

7. Assign permissions

Give the right level of access, depending on what they need to see or manage.

👉 Learn more: Understanding permissions

7. Click Save

Your team member will receive an invitation to join Connie.

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