Katherine

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Activity overview

Latest activity by Katherine
  • Katherine created an article,

    How to Change Color Schemes

    How to select the backsplash and avatar color for the home page, my team, and company page.  Customizing your Lattice workspace is now easier than ever! By selecting a backsplash and avatar color, ...

  • Katherine created an article,

    Updating Employee Information by Editing their Profile Directly

    How to change an employee's title, department, email address, start date, or manager. While any user can edit their profile picture, full name, preferred name, phone number, time zone, and passwor...

  • Katherine created an article,

    Importing Your Company Org via CSV

    Mass upload or update your entire organization with a CSV file To import your company into Lattice, you can mass upload them using a CSV (comma-separated value). To upload your CSV using our te...

  • Katherine created an article,

    How to Invite Your Organization to Lattice

    Three easy ways to upload and invite your organization Once you have set up your organization in Lattice and your employees have been created in the system, it's time to invite them! There are a f...

  • Katherine created an article,

    Troubleshooting the CSV Upload Process

    How to troubleshoot common issues in the CSV upload process If you are experiencing any issues adding users to Lattice using a CSV Upload, we recommend following the steps listed below to trouble...

  • Katherine created an article,

    Inviting Groups of Employees to Lattice 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 upload a list of select employees' email addresses to send in...

  • Katherine created an article,

    Add and Invite Team Members Directly from Lattice

    How to invite members of your organization individually If you are looking to invite a small group of team members to start using Lattice, then feel free to go the manual route. To do this:...

  • Katherine created an article,

    Managing Your Org Chart

    How to view your org chart in Lattice Once your employees have been uploaded into Lattice, the first thing we recommend doing is checking the org chart. It's really important that all reporting st...

  • Katherine created an article,

    Understanding Different User States

    Differentiating between the different user designations in Lattice There are four different types of users in Lattice. You can see which employees fall under each type on the "People" page under t...

  • Katherine created an article,

    Deactivating an Admin

    How to Deactivate an Admin in Lattice Deactivating an admin allows you to store their data but ensure they no longer have access to Lattice To deactivate an Admin within Lattice, another Admin...