Teamflect

Branding Settings: Customize Your Teamflect Homepage Appearance

How to navigate the Branding Page under your Admin Center

Learn how to customize the Teamflect app name and logo in Microsoft Teams.

Customizing the Teamflect App in Microsoft Teams

Learn how to upload your company logo to Teamflect for a personalized in-app experience.

How to Add Your Company Logo to Teamflect

Learn how to add documents or links to Teamflect modules and manage their visibility for users.

How to Add Resources to Teamflect Modules as an Admin

Easily enable or disable Teamflect modules like Goals, Reviews, Feedback, Meetings, and more.

How to Enable or Disable Teamflect Modules

Learn how to set your company’s fiscal year start month to align review and goal cycles.

How to Set Your Company’s Fiscal Year Start Month in Teamflect

Learn how to disable the user search option in Teamflect to limit visibility and streamline access.

How to Disable the User Search Functionality in Teamflect

Learn how to manage the Help Beacon (Support) visibility for end users in Teamflect's Admin Center.

How to Show or Hide the Help Beacon in Teamflect

Enable file uploads in Teamflect comments for goals, tasks, meetings, reviews, and more.

How to Enable Attachment Uploads in Comments in Teamflect

Myka

Learn how to centrally customize the app and its functions

General Customization Options

Create a custom design with text, images, and links

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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.

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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