Operate
Members & roles
Access in ConnXL is at the organization level: every member can see every add-in and environment in the organization, and their role decides what they can change. There's no per-add-in membership to manage.
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The four roles
Roles form a strict hierarchy — a higher role can do everything a lower one can.
owner— the org creator. Exactly one per organization. Only the owner can transfer ownership or delete the organization, and the owner manages billing.admin— can manage org settings, notification webhooks, and users, on top of everything an editor can do. Cannot manage the owner.editor— can create and edit connections and functions. Cannot touch org-level settings or other members.viewer— read-only access to connections, functions, and telemetry. Useful for auditors and account managers.
How people join
Every new sign-in starts the same way:
- Any new sign-in — the person arrives without an organization and is routed to Create your organization, where they become its
owner. Signing in never joins an existing organization on its own. - Joining an existing organization — an owner or admin adds the person under Organization → Members; membership is by invitation only.
To add someone, an owner or admin invites them from the organization's Members area and picks their role (admin, editor, or viewer — the owner role is reserved and set only by transfer).
Cross-organization isolation
Organizations never see each other. Members, add-ins, connections, telemetry — everything is scoped to one organization, and there is no way for a member of one org to reach another's data.
The language ConnXL emails you in
Every email ConnXL sends — invitations, alerts, export notices, billing reminders — is written in the recipient's own language. English, Spanish, French, and Portuguese are supported.
Each person's language is the one they picked in the dashboard, under Account settings → Language. That choice follows them to their inbox; nobody has to set it twice.
Two things fill the gap when there is no personal choice yet:
- A member who never picked a language gets the organization's default, set by an admin under Organization → Settings → Default email language.
- Someone you invite who has no account yet has no preference to read, so their invitation arrives in the organization's default language too.
It only changes email
The organization default sets the language of email. It never changes anyone's dashboard — each person's interface language stays their own choice, in their own browser.
Troubleshooting
Task-oriented fixes for the problems you'll actually hit: a blank formula, an Excel error code, an agent that won't reconnect, and enrollment failures — plus where to look for more detail.
Access control
Every environment has its own gate for END USERS — separate from who can log into this dashboard. Access control decides whether someone can open the add-in at all, and which of its functions they're allowed to call.