If you already added your employees to Connecteam either manually or by importing them but did not send them an invitation to download the app, then this article is for you. There are two methods available for you to invite your users to download the app and log in for the first time: by sending them an invite link via SMS or by sharing a QR code with them. Let's explore these two options further!
💡Tip: If you have not added your employees to the app yet and want to invite them to add themselves and add their personal information, then check out this article on sending the user invite link.
This article will cover:
Method 1: Sending an Invite Link via SMS
The first method to invite your users to download the Connecteam app and login is by sending them an SMS with an invite link. You can do this from either the Users tab or the Overview page.
From the Users Section
Log in to your admin dashboard
Access the Users section from the left sidebar
If you have users who have been added to the platform but have not logged in yet, a red button at the top right corner will indicate who these users are. Click on it.
Here, you can see the relevant users, customize the message, and click Confirm.
That's it! They will get an SMS message.
From the Overview Page
You can also invite them to download the app and log in from the overview page. Simply click on select user to invite, select the relevant employees, customize your message, click confirm and that's it.
Please note: You can only invite users in bulk up to 3 times. This is to avoid marking the system as a 'Spam' system. Once a user has been invited 3 times to join the platform, you will not be able to re-invite him via the platform but would rather send him the invite link directly via email/text or text message. You can also direct them to this article which shows them how to enter their App Store or Play Store to download the connecteam app and log in using their phone number.
We recommend you use this option if your app is ready to go, and you want your employees to join and log in immediately for the first time.
Method 2: Sharing a QR Code
The second method to invite your users to download the Connecteam app and log in is by downloading a QR code and sending it to your users via email or printing it and placing it in the office for easy scanning. Once they scan the code, they will be prompted to download the app on their mobile phones and log in.
To do this:
Log in to your admin dashboard
Access the Users section from the left sidebar
Click on Add users
Select Generate QR Code
Simply Download the code and then share it via email or print it!
We recommend you use this option if you have a large office or worksite, or if you are holding a launch event and want to provide employees with an easy and quick way to join the app and log in for the first time.
Users Who Cannot Receive an SMS
If for some reason, the newly added user is not able to receive SMS messages, or has not received the invite sent to them, you can always send them the app download link manually to their email or any other channel, which will direct them to the app store/play store in order to download the app.
Connecteam app download link: http://bit.ly/connecteam
Not what you were looking for? If you haven't added your employees and are looking to add or invite them to join the app, then check out some of these articles.
Need more guidance? 🙋 Our LIVE support team (at the bottom right corner of your screen) replies to ANY question.