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Getting Started with Connie

This guide walks you through your first login and initial setup of your Connie account.

🚀 Step 1: Access the Connie Web Portal​

  1. Navigate to the Connie web portal: https://portal.connie.team
  2. You'll see the login screen

🔐 Step 2: Enter Your Credentials​

Your local Connie administrator should have provided you with temporary login credentials:

Username​

  • Your business email address (this cannot be changed)
  • Example: jane.smith@organization.org

Password​

  • You'll receive a temporary password from your administrator
  • You'll be prompted to create a new, secure password upon your first login
  • You'll also need to reset your password whenever you reset it in the future
Password Requirements Screen

Keep Me Signed In​

  • ✅ Select this option if you're using a personal device
  • ❌ Do not select if you're using a shared/public device

📱 Step 3: Set Up Google Authenticator (Two-Factor Authentication)​

Connie uses two-factor authentication (2FA) to keep your account secure. You'll need to download and set up Google Authenticator on your mobile device.

Google Authenticator Setup Steps

Download Google Authenticator​

Download the Google Authenticator app on your mobile device:

Set Up the App​

  1. Open the app - You'll see a welcome screen
  2. Select "Get started"
  3. Choose your backup option:
    • Sign in to Google account - Allows you to back up your codes (recommended)
    • Use Authenticator without an account - No backup option
  4. Tap the "+" icon (bottom right corner)
  5. Select "Scan a QR code"
  6. Scan the QR code displayed on the Connie web portal
QR Code Scanning in Connie Portal

Complete Login​

  1. Click "Next" on the Connie portal
  2. Enter the 6-digit code displayed in Google Authenticator
  3. You'll be taken to your Connie dashboard

🏠 Step 4: Access Your Organization's App​

From the Connie dashboard:

  1. Select "My Apps" from the navigation
  2. Select the app associated with your CBO/agency

Congrats, you're logged in! 🎉

My Apps Selection Screen

✅ Step 5: Set Your Status to Available​

Before you can start receiving tasks, you need to set your status to "Available":

  1. Locate the user control menu at the top right-hand corner
  2. Click the dropdown menu
  3. Select "Available"
Available Status Dropdown Menu

Understanding Status Options​

StatusWhat It Means
AvailableYou can view and manage incoming tasks
On a TaskAutomatically set when you accept a new task
UnavailableYou're logged in but not accepting tasks
OfflineAutomatically set when you log out
Important

Your status must reflect "Available" to view and manage incoming tasks!

🎯 Next Steps​

Now that you're set up, learn how to:

Need help? Check our FAQ or visit Get Support.