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To have a Lattice sandbox account created, please get in touch with your Account Manager.

Learn how to request a Lattice sandbox account to explore Lattice products without affecting your live account.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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Create your account and invite the first people to your workspace.

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Style guide

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English (United States)

Lattice Overview 

The Home Page

The Employee Profile Page

The My Team Page

The Company Pages

View the Company Org Chart

The Lattice Calendar

The Reporting Page for Managers

The Tasks Page

Lattice Tasks

View Reporting for Your Indirect Reports

Use the Lattice Text Editor

Character Limits in Lattice

Navigating Lattice

Navigating Lattice as an Admin 

Data Security at Lattice

Session Duration

Is Lattice affected by the log4j vulnerability?

Lattice Data Exports and Data Retention Period

Historical Data Uploads

Lattice Supported Browsers

Error Message: 'Something Went Wrong'

Accessibility in Lattice

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Open Downloaded CSV files in UTF-8

Characters are Converted in Exported CSV

Lattice FAQs

Lattice Resources 

Lattice Customer Care and Lattice Resources 

Getting Started Guides

Onboarding Resources

Rollout Email Samples

Adoption Toolkits 

The Lattice Mobile App

Lattice Mobile Experience

Mobile App

Lattice Setup 

Company and Personal Settings 

Personal Settings 

Company Settings 

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People 

Adding Employees 

Logging into Lattice

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Non-admin can no longer deactivate employees

Permissions 

Set User Permissions 

Custom Roles

Custom Relationships 

Reporting 

Reporting FAQs

Lattice AI 

Lattice AI Overview

Lattice AI FAQs

Manage Lattice AI Access

Lattice AI Overview 

Lattice AI Agent 

Lattice AI Agent for Admins 

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Lattice AI: Updates Writing Assistant

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Lattice AI: Feedback Writing Assistant

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Performance

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Admin Overview 

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Visibility and Deliverables 

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Create a Review Cycle

Allow Employees To Write Reviews During Peer Selection

Configure Downward Reviews to be Completed Last

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Limit the Number of Peer Reviewers Within a Review Cycle

Allow Reviewers to Decline Peer Reviews in Review Cycles

Allow Employees to Nominate Themselves to Review Their Peers

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