You've recently brought on a new team member, but you're missing some of their essential personal details to manually add them to your Connecteam app. Instead of starting things off through back-and-forth communication exchanges simplify the process for both you and your new hire by using the invite link. Effortlessly invite new employees to input their necessary information via a straightforward URL link before joining the app. As the Admin, you'll have the flexibility to customize, prefill, or designate required fields when creating the link, and approve any new employees joining the app. The invite link can be sent through text messages, email, or any other communication channel making it easy and convenient to use.

In this article, we will go over:

The invite link can be found in the Users Tab under the Add button, click on the Get Invite link.

Immediately a window will open where you will be able to customize the invite link fields - we go over how to do this below. From here you can either copy the link and paste it into any communication you'd link, for example, an email, or you can choose to send it to my mobile. This automatically sends the generated link to your phone where you can share it via text with the new hire. You can also choose to be notified when a user is requesting to join the app by checking the relevant box.

From the mobile, you can also retrieve the link and send it to new employees. To do so, enter the Admin tab in the right-hand corner, choose users and admins, click on the + Add Users icon in the bottom right, and select "Send Users an Invite Link."

It is important to note that customizing the invite link field and its settings can only be done from the dashboard.

💡Tip: On both the Dashboard and mobile you can preview the invite link and see how it looks before sending it out to any employees. Simply click on preview.

As mentioned previously customizing the invite link can be done only from the dashboard. Before beginning it is important to decide what information you want to gather from new employees joining the app.

The fields you see when customizing the invite link are based on the user profile fields previously created in the manage user details tab in your app.

To add additional fields you can use the Add Fields button. To remove fields you can click on X next to any field. Similarly, to adding users manually the 3 fields that can not be removed are First Name, Last Name, and Mobile Phone Number.

For each field, you can set the field as required or add prefilled information that you may not want the user to add by themselves, for example, department, direct manager, and so on.

To set a field as required or add prefilled information click on the settings icon and toggle on the relevant options. If you do add prefilled information you can choose to make it visible to the employee by checking off the visible to employees box. In the example below you can see I prefilled the Start Date fields and made them visible to employees to ensure they know the exact

Note that fields sat as required are indicated with a red asterisk icon next to the field and fields that have prefilled information have a checkbox icon.

Now that you customized your link and sent it to your new hire they'll fill it out and request to join the app. It's on you, the admin to approve these requests, and you'll be able to do so either from the overview page or from the Users tab. Take a look at how this looks below.

Once inside the requests modal you can select to either approve or decline the request.

Need more guidance? 🙋 Our LIVE support team (at the bottom right corner of your screen) replies to ANY question.