How to Add Users to Connecteam

One of the first steps of implementing Connecteam in your business is adding users to the platform. And as a flexible all-in-one company app, there are multiple ways to add users to Connecteam's platform, you can add new users from the admin tab on your app, you can import users, or add them from the dashboard.

In this article, we'll go over how to add users from the dashboard!

💡 Tip: To learn more about adding users from the mobile admin's tab, click here.

To begin adding users, go to the User's tab and click on Add Users. Select the option +Add manually and begin filling in the user details. Make sure to fill in the three required fields: First Name, Last Name, and Mobile Phone. Keep in mind to mark the right country code before adding the number.

💡 Tip: You'll notice that in addition to adding users manually, you can import users, create an invite link, or generate a QR code.

If the three required fields are not enough, and you want to add more information when adding your users you can do so! Simply add the users as done above and choose the additional fields that will automatically appear when adding users by clicking on the window tab and selecting the fields.

If you want users to receive an invitation to download the app after being added then be sure to mark the 'Send an invite' option. This will send users an invite link via text message. If you wish to send the invite link later, then uncheck that button and this option will be available later from the Users page or Overview page. Learn how to send an invite later here.

You can mark a field as a required field when adding new users, to make sure you don't miss any important information that needs to be added to the user's profile. A required field will be tagged with a red star.

To set a field as required, go to the User's tab, click on Manage user details, and select the relevant fields you wish to edit. Then make sure the required field box is checked. It's as simple as that. Once it's done, it will appear on the screen when adding users as a required field.

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