Account & Setup
Instructions on managing accounts, settings and your profile
13 articles
- Your account settingsGet insights in all the account settings you can manage as a team manager.
- Regional settings explained: time zones, countries and document languageConnie shows dates, times and numbers the way people expect to read them. This article explains the three places you set this (your company, your documents and your profile) and…
- 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 experiences.
- 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.