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 and collaborators, so there are no extra costs as your team grows.
Collaborators or team members
Connie supports two types of people you can invite to your account: Collaborators and Team Members. Here's how they differ and when to use each.
Collaborator
Collaborators have limited access by default. They can only see the Projects and documents you explicitly share with them. This makes them a good fit for freelancers, consultants, lawyers, or external partners.
A Collaborator can:
View projects and the included documents that they have access to.
Optionally, you can also allow them to:
Manage Contracts
Allow this person to issue, edit, download and export contracts on the projects they have access to.
A collaborator will never see anything on your account unless you explicitly grant them access.
Team member
Team members are for people who are actively working with you in Connie. They start with the same viewing access as collaborators but can be granted a broader set of permissions.
A Team Member can:
View projects and the included documents that they have access to.
Optionally, you can also allow them to:
Manage Projects
Allow this person to create and edit projects they are a part of.
Manage Companies
Allow this person to manage companies and associated signers.
Manage Team
Allow this person to manage team members on this Connie account, including their permissions.
Manage Contracts
Allow this person to issue, edit, download and export contracts on the projects they have access to.
Manage Templates
Allow this person to create and edit contract templates.
Manage Settings
Allow this person to manage account settings.
Which role should you choose?
Think about the role this person plays in your work. A simple rule of thumb:
Collaborator: They mainly need to view documents or sign off on contracts
Team Member: They're actively working alongside you in Connie
When in doubt, start with a Collaborator. You can always upgrade them to a team member later.
Adding your team
Once you have decided on a role, see Adding team members and collaborators for a step-by-step walkthrough.