Welcome to InCommon! We're excited to get your organization up and running so everyone can can discover what they have in common.

To get started with InCommon, you’ll need to complete two steps:

1. Creating your organization in InCommon

2. Invite the rest of the organization to join InCommon

If at any point you run into questions or concerns, please reach out via live chat or by emailing hello@incommon.com. We're here to help!

1 - Set up your organization

To create a new organization in InCommon, you’ll need to download either the iOS or Android app. Follow the prompts to create a new organization.

2 - Add your team to InCommon

Once you’ve created your organization in InCommon, you’ll want to add everyone to the platform. You can do this three ways:

1. Manually send out invitations from within the platform

2. Upload a csv file directly to InCommon

3. Connect InCommon to your company’s HRIS or payroll provider

Using an HRIS or payroll provider integration

By connecting your HRIS or payroll provider to InCommon, you’ll be able to automatically invite and maintain your entire organization. Follow these steps to connect and then sync your company’s directory.

1. Connect InCommon to your organization’s HRIS or payroll provider.

   1. Head to your admin dashboard on InCommon (note that this step must be completed on a desktop and not in the mobile app).

   2. Within the integrations tab, click the “Set Up Finch Connection” button, which will send an installation email to the address connected to your InCommon account.

   3. Click the connect button in the email message, which will take you to the integration set up.

   4. Follow the instructions in the set up screen to give Finch (our API provider) access to the required information. Then select your organization’s HRIS or payroll provider and enter the corresponding information to connect with InCommon.

   5. Once you’ve completed the set up, you’ll be redirected to the InCommon dashboard. Navigate back to the “Integrations” tab, where you’ll see that the HRIS controls have now been connected.

2. Sync your organization’s data with your HRIS or payroll provider.

   1. Click the “Sync Organization” button to initiate the sync of three types of users:

      1. New users who will receive an invitation email to join InCommon

      2. Users who have an outstanding invitation and will receive a reminder to set up their InCommon account

      3. InCommon users who are not in your HRIS or payroll platform and will be removed from your InCommon organization

   2. If you’d like to see a detailed list of names and emails for each of the three categories, click the “See More Details” button.

   3. Once you’re ready, click “Confirm Sync” to complete the sync. Note that the process could take a few minutes to complete, but once finished, your InCommon admin dashboard should show an updated list of users that reflects the users in your HRIS or payroll platform.

Next steps

Once you've got everyone set up, consider installing the Slack or Teams integration.

Need assistance? Reach out via live chat or by emailing hello@incommon.com.