Frankli

Everything you need to know about People in Frankli

People

What to expect when you change someone's manager

Frequently asked questions about Frankli's People tools

Frequently asked questions

Learn about your personal profile in Frankli

Your Profile in Frankli

A simple guide to searching for and finding people across your organisation within Frankli

How to Find People in Frankli

Adding Skills to your profile lets people know what you're good at

How do I Add Skills to my Profile?

A short guide to editing your personal profile and changing your settings in Frankli's People space

How Do I Change my Profile Settings in Frankli?

Adding Qualifications to your profile makes career conversations easier

How do I Add Qualifications to my Profile?

How to view your competencies, and those of your colleagues

Where Can I View my Competencies?

Noticed your manager is wrong and you want to change that. Here's how

How do I update my Manager in Frankli?

Adding Personal and Professional Interests to your profile helps you connect with your teammates

How do I Add New Personal or Professional Interests to my Profile?

How to use Frankli's People tools as an employee

As an Employee

Here's a brief overview on what managers can do with team view

View your Team

What is a Dotted-Line Manager and how this role functions within Frankli

Dotted-Line Manager Reporting

Here we distinguish between Team View and People Directory in Frankli

How come I can't see my colleagues in Team View?

How to use Frankli's People tools as a manager

As a Manager

A step by step guide to getting people set-up on Frankli

Setting up new People

Admins can view all of their people and manage their details via the Company View. Here's how.

A Guide to the Company View

Need to disable a persons access temporarily? Here's how.

Revoke A Person

Here we walk you through the steps to invite people at a later stage to Frankli

Inviting pending People

Here we show you how to edit the details associated with an existing person

Managing existing people's details as an Admin

Need to delete someone who has left your organisation? Here's how to archive them in Frankli.

Archive People

A quick guide to managing Roles in your company

Managing Roles as an Admin

If you want to export your peoples details here's how

Exporting People

Admins can create, edit and delete company Departments via the Admin Dashboard. Here's how.

Managing Departments as an Admin

A note on how your Org Chart gets configured within Frankli

How do I populate my Org Chart?

Admins can create, edit and delete company Sites via the Admin Dashboard. Here's how.

How to Create, Edit or Delete Sites

How to create and manage a library of competencies for your company

Managing Competencies as an Admin

People can be archived from the company view but sometimes the option will not be available - here is why

Why can't I see the option to archive a person?

How to use Frankli's People tools as an Admin

As an Admin

How to set up a user as a Dotted-Line Manager and assign them to an employee in Frankli

How to Set up a User as a Dotted-Line Manager

Here we explain how to set and manage dotted-line manager permissions at both the company and individual employee level

How do I set and manage Dotted-line managers permissions for the entire company

How to use Frankli's People tools as a dotted-line manager

Dotted-line managers

A step by step guide on how to create multiple users at once with an excel file import using frankli's "Bulk Create" feature

Creating people from a File

A step by step guide on how to update multiple users at once with an excel file import using frankli's "Bulk Update" feature

Bulk Update

A step by step guide on how to archive multiple users at once with an excel file import using Frankli's "Bulk Archive" feature

Bulk Archive

Bulk actions

Find answers and get help from Intercom Support and Community Experts

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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.

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

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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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