Teamflect

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Learn how to add, modify, and manage user roles and permissions.

User Management

Learn how to manage access and determine which users in your organization can or can’t use Teamflect.

How can I determine who can/can't use Teamflect in our organization?

To maximize the benefits of Teamflect, it's essential to invite all relevant users to the platform. Here are four ways to invite users:

How can I invite users to Teamflect?

Manage user limits in Teamflect by removing users manually or syncing with Microsoft 365 directory.

How can I remove users from Teamflect?

Learn how to view historical data of users who have been deleted from your Teamflect environment.

How to see deleted users' data in Teamflect

Manage blocked users manually or via CSV in Admin Center.

How can I block users from Teamflect?

Learn how to unblock users in Teamflect via Microsoft 365 sync or manual license management.

How to Unblock a User in Teamflect?

Admin Guide: How Can I Add and Manage External Users in Teamflect?

Manage licenses efficiently to ensure optimal usage, track active users, and adjust allocations to match your organization’s needs.

License Management

Explore Teamflect's admin roles, Global Admin, Scoped Admin, Configuration Editor, and Report Reader, and learn how to assign them.

Teamflect Administrator Roles Explained: Permissions, Access Levels & Admin Management

Grant attribute-specific admin and report access in Teamflect for localized control and efficiency.

Grant Scoped Admin and Report Access by Using Attributes

Explore the full capabilities and permissions you have as a Teamflect Global Administrator.

What Are My Capabilities as a Global Administrator?

Discover what you can do and access as a Scoped Administrator

What are my capabilities as a Scoped Administrator?

Learn what you can do as a Configuration Editor in Teamflect, including onboarding and user management.

What Are My Capabilities as a Configuration Editor?

Discover what you can do and access as a Report Reader

What are my capabilities as a Report Reader?

Define and manage user roles like Admin, Report Reader, and Scoped Admin to control access levels.

User Roles (Admin, Report Reader, Scoped Admin, etc.)

Easily upload custom user attributes in bulk to Teamflect using a CSV template for efficient user management.

How to Bulk Upload Custom User Attributes

Learn how to create and edit custom user attributes in Teamflect to fit your organization’s needs.

How to Create and Edit Custom User Attributes in Teamflect

Sync custom security attributes from Entra ID with Teamflect to enhance user profiles and reporting.

How can I fetch and utilize custom security attributes from Entra ID in Teamflect?

Discover how you can use Powershell and GraphAPI to manually adjust the birthday attribute on Microsoft 365 / Entra ID / Azure

How can I manually update the Entra/Microsoft 365 birthday attribute?

Edit your Teamflect profile attributes quickly and understand which fields are restricted.

How can I edit my attributes?

Denzel

Manage user attributes to capture essential details like department, job title, and location, enabling personalized experiences and more accurate reporting.

User Attributes

Learn how to leverage the Relationships feature to highlight and track key individuals, enhancing collaboration and communication across your organization.

Relationships

Learn how Teamflect Relationships help you track key connections like mentors, mentees, or dotted-line reports.

Overview of the Relationships Feature in Teamflect

Learn how dotted line managers work in Teamflect and how to set them up using relationship types.

What Is a Dotted Line Manager?

Learn how relationships work in Teamflect, including approvals and data access settings.

What Happens When I Add Someone as a "Relationship" in Teamflect?

Learn how to reassign your manager in Teamflect if you clicked "I don’t have a manager" by mistake.

I Clicked the "I Don't Have a Manager" Button Accidentally — How Can I Add My Manager Now?

Easily remove direct reports in Teamflect by following these simple steps to manage your team effectively.

How to Remove a Direct Report

Learn how to remove a relationship in Teamflect to keep your professional connections up to date.

How to Remove Relationship Connections

Removing someone from your Teamflect relationship list also removes you from their list—learn more.

What Happens When I Remove Someone from My Relationship List?

Articles for End-Users

Admins can manually set up managers for users in Teamflect via the Admin Center's "Active Users" tab.

How can I change the manager of a user in Teamflect?

Edit relationship type settings in Teamflect to align with your company's performance structure.

How to Edit Relationship Types in Teamflect

Add and customize relationship types in Teamflect to match your organization’s unique structure.

How to Add New Relationship Types in Teamflect

Learn how to match users in Teamflect using customized relationship types with managerial access.

How Can I Match Users Using Relationship Types as an Administrator?

Quickly sort and filter users in the Active Users table using attributes like department, role, or status.

How to Sort and Filter Users by Attributes in Active Users Table

Learn how to bulk upload employee relationships in Teamflect using the updated CSV import workflow.

How to Bulk Upload Relationships in Teamflect

Articles for Admins

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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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