ACCOUNT SETUP
Let's begin with your organization's preferences.
In the Manage tab, you can:
Customize your branding – Upload your logo to ensure a consistent, on-brand experience for your team
Structure your organization – Set up and manage teams or departments for clearer visibility and reporting
Define your terminology – Tailor language to suit your environment (e.g. “Wellbeing Check”, “Peer Support”, “Mental Health Champion”)
Configure your data insights – Choose the specific data points you want to capture from users to surface meaningful trends
Strengthen account security – Enable two-factor authentication (2FA) for enhanced protection
In the Resources tab, you can:
Customize support resources – Curate and manage the mental health resources available to your users. You can use the resources provided by Confyde, or input your own.
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ADDING USERS
Next, let's add your users.
In the Manage Users tab, there are three different ways you can add your users.
via Invite Code (Recommended) – Click 'Add User(s) via Invite Code', then click 'Generate A New Code' and share it with your team. Users can register at app.confyde.io/register using this code to join your organization. You’ll be notified as each user signs up.
Individually - Click 'Edit', and then click 'Add User'. Enter the user’s details and select 'Add'. They’ll receive an email invitation with instructions to complete their account setup.
Import via CSV - Click 'Import User(s) via CSV' and upload your file. Once processed, users will automatically receive an email invitation to set up their accounts.
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USER CATEGORIES
The following role-based permissions are available to assign to your users.
Admin - Responsible for managing their assigned team. Admins can initiate and view mental health check-ins, access analytics, and manage users within their team (including adding, editing, deleting, and assigning roles or statuses).
Super User - Has full access across the entire organization. Super Users can do everything an Admin can, with visibility across all teams and users. They are not required to participate in mental health check-ins.
Mental Health Support (Team) - A designated support person within a specific team. Users can reach out to them directly for support. They can initiate and view mental health check-ins for their assigned team only.
Mental Health Support (Organization) - A designated support person available to all users across the organization. They can be contacted by anyone in the company, can initiate check-ins within their own team, and have visibility of check-in results across the entire organization.
Please note that your labels may differ from what is shown above
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MENTAL HEALTH CHECK IN
Once your users have joined, it's time to check-in!
Once a check in is complete, you can view the results.
Results can also be viewed while a check-in is in progress, though some users may not have responded yet.
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SUPPORT TRACKER
Mental Health Supports receive immediate notifications when a user reaches out for support, and are required to mark this request as 'Followed Up'. Our Support Tracker alows Admins to monitor support requests, and ensure no request is missed.
Mental Health Supports can also send messages directly to users who report feeling angry, anxious, or sad—even if they’ve chosen to remain anonymous. At the bottom of the results section, they can select Send Message of Support which will allow them to reach out to individuals who may be struggling in silence.
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RECOMMENDATIONS
Check In FrequencyOne of the most common questions we’re asked is: how often should you run a check-in?Every organization is different—you know your people best and what will work for them. That said, most teams run check-ins weekly or fortnightly. The key is consistency. Building a regular rhythm helps normalize check-ins and makes engagement more likely over time.Check In RemindersTo improve response rates, we recommend reinforcing check-ins through your existing communication channels. Sharing the check-in link in a group chat or mentioning it during a meeting can significantly increase visibility and participation.Low Response RatesIt’s not uncommon to see lower response rates at times—we’ve observed this across many organizations.It’s important to remember that Confyde is designed to support those who need it most, when they need it. Not every user will engage every time, and that’s okay.We’ve had many users tell us they didn’t initially check in regularly, but when things became difficult, Confyde provided a safe and accessible way to reach out for support.By offering Confyde to your people, you’re creating an additional pathway to support—one that may make all the difference when it matters most.
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Thank You
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