Lattice

Manually upload or bulk update your entire organization with a CSV fileAdmins can import their employees into Lattice using a CSV. Once em...

Import Your Company Organization via CSV

How to bulk invite users to Lattice


As an admin, you may want to bulk invite some but not all of your employees into Lattice. You can up...

Invite Groups of Employees to Lattice via CSV

How does Lattice identify an employee?

How Lattice Users Can Update Names
There are several ways Lattice displays names. When you view a user as an admin, you will see four name...

Lattice Name Fields

Admins can create and invite new accounts to Lattice manually via email address. 
Note: Manually adding users by email will invite them to...

Manually Add and Invite Employees by Email Address

Invite Your Organization to Lattice

If an employee did not receive the initial invite to email, you may need to resend the invite.

Navigate to Admin &gt; Organization &gt; D...

Resend an Invite

How to archive a user in Lattice.
Admins can deactivate a user from Lattice. Deactivating a user will store their data but ensure they no ...

Deactivate a User

Once you have deactivated a profile, you have the option to reactivate at any time. Reactivating will allow the user to log into Lattice a...

Reactivate a  Deactivated Profile

Troubleshooting the CSV Upload Process

Understand Different User States

Problem

I am receiving a CyclicOrgTreeError when trying to upload an employee CSV
Error message when importing employees

Resolution
The ...

Upload Error: CyclicOrgTreeError

Adam Kroboth

Adding Employees 

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Create your workspace and invite the people you work with.

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

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

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.

Prototype integrations answer

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

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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