Lattice

When getting your team set up on Lattice, it is important first to determine what your performance management process will be. Answering t...

Lattice Onboarding Checklist

If you want to set your team up for success, it's important to get leadership buy-in and set clear expectations for employees. Here is a s...

Lattice Rollout Guide

Lattice can provide demo accounts for you to play around with Lattice products without impacting your official account.
To have a Lattice ...

Create a Lattice Sandbox Account

If you're in a trial account and are ready to add real users, you first need to clear all existing data. To do this, follow the below inst...

Clear Your Trial Data

Admins can create test users to view the employee and manager user perspective. Instructions will be dependent on your email provider. 
No...

Create Test Users in Lattice

Adam Kroboth

Onboarding Resources

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Create your workspace and invite the people you work with.

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

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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.

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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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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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