Frankli

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

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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.

{appName} in 60 seconds

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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