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.
How to Add New Users to Connecteam
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.
Adding Fields on the Invite Page
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.
Inviting Users
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.
If you'd like to avoid sending invites immediately, uncheck the 'Send an invite' option during the user addition. This gives you more flexibility to manage the platform on your own timeline.
Adding Required Fields
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.
Assigning Time Off & Pay Rule Policies
When adding users to the platform, you can immediately assign the appropriate time-off and pay rule policies within the Add New Users modal. To do this, follow these steps:
Access the Users page from the left sidebar and click Add users.
Select the option Add manually
Select the relevant columns from the column picker. In this case, add the column called Time Off and the column called Pay Rules.
For each user, choose the relevant Time-Off policy and Pay Rule policies to assign.
To learn more about Time Off policies, check out this article. To learn how to set up Pay Rule policies, make sure to check out this article!
Assigning Scheduling rules
When adding users to the platform, you can assign Scheduling Rules right away in the Add New Users modal so each user is aligned with the correct Scheduling Policy from day one. You can also set this up when creating an Invite link, so users added through the link are assigned to the right policy automatically.
From the left sidebar, go to Users and click Add users.
Select Add manually.
Open the column picker and add the Scheduling Rules column.
For each user, select the relevant Scheduling Policy to assign.
Tip: If you prefer, you can assign the Scheduling Policy directly in the Invite link settings instead of doing it manually per user.
To learn more about setting up your scheduling rules and polices, check out this article.
The ability to add time off policies and scheduling rules when adding users is from the expert plan and above.
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