Account & Setup
Instructions on managing accounts, settings and your profile
12 articles
- Your account settingsGet insights in all the account settings you can manage as a team manager.
- Switching accountsConnie makes it easy to work with more than one account.
- Changing account ownerOnly the current account owner can transfer ownership. This article explains how.
- Custom brandingCustom Branding lets you tailor Connie’s look and feel to match your own brand – from logos and colours to how your name appears across the app, emails, and signing…
- Custom domainsCustom Domains let you run Connie on your own domains – creating a more trusted, branded experience for your team and everyone who signs your documents.
- Notifications – Control what emails you receiveChoose which email notifications you receive from Connie based on your personal preferences. Manage everything under your personal profile settings.
- Your email templatesConnie sends emails on your behalf when you issue contracts and documents. Here's how to make them sound like you.
- Your company's informationYou can edit and find your company's information in your settings. Read more about how Connie uses this information and why it's important that its updated
- Adding an additional companyDo you work across multiple legal entities? On the Professional plan, you can register more than one company in Connie.
- How do I close my account?If you want to close your Connie account, this article explains how.
- Permissions explained: Manage settingsThis article explains how the Manage settings permission works in Connie and how to assign it.
- Permissions explained: Manage companiesThis article explains how the Manage companies permission works in Connie and how to assign it.