Joy App

To add a new staff member to your organisation, simply follow this guide!

How to add a new staff member

This article walks you through how to claim your Joy account provided it has already been set up.

How do I claim my account?

Follow these steps if you would like to suspend a user in your organisation, this is helpful if you no longer want them to have Joy access.

How to suspend (and re-activate) a user in your organisation

This page will show you how to edit permissions within your organization, this gives them varying levels of power to change and edit.

Access permissions for role types on Joy

Users can edit their email and SMS signatures and all their emails/texts to clients will have that custom signature by default!

Personalise Email and SMS Signature

Add your job title so it will be added to the signature of the emails and texts that you send to clients.

How do I add my job title?

Follow these steps if you would like to edit your email address on Joy!

How to edit your email address

This article will take you through how to add your SystmOne username on Joy.

How to add your SystemOne username

If you would like to change the name of your organisation or the name of your SMS display name this guide will show you how.

How do I update my organisation name and SMS display name?

As an added layer of security you can add multi-factor authentication (MFA) to the Joy CMS!

How do I turn on multi-factor authentication?

This knowledge base article will take you through how to use the automation tool on the Joy platform.

How to use the automation feature

How to check which staff members were on a client profile

How to Access and Export Audit Logs

Sonja Gebhardt

These guides walk you through the My Organisation tab which allows you to manage organisation-wide decisions and staff members within the Joy CMS.

🌲 My Organisation

Create a custom design with text, images, and links

thejoyapp.com

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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.

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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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