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.
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 view the specific projects and its documents you explicitly share with them. This is ideal 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 to it.
Team member
Team Members are designed for people who are actively involved in your work on Connie. They start with the same viewing access as Collaborators, but can be granted a much 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.
What 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 invite them as a Team Member later.
How to add your team
Once you've decided which role fits best, adding them to Connie is straightforward. Head to Settings → Our Team, invite them by entering their details, assign the right projects and permissions, and they'll receive an invitation automatically. For a full step-by-step walkthrough, take a look at this guide.