Now that you’ve started setting up your platform, it’s time to invite your employees to the app and get them logged in for the first time. Connecteam offers two quick and easy methods to achieve this, each requiring just a few steps.
In this article, we will cover:
Option 1: Send an Invite When Adding New Users
When you add new users to the platform, you can choose to send them an invite automatically. This invite is an SMS that contains a link to download the app and join the account.
To take advantage of this option, remember to check the "Send an invite" option after adding your new users and click on Confirm.
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. If you are not ready yet, you can always skip the invite, add your users, and send them the invite later on.
Option 2: Share a QR Code That Facilitates Downloading and Joining the App
Another easy way to distribute your app for users to join is by using the QR code. You can download the QR code and send it to your users via email, or print it and place 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 join the account.
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.
What to Do When Users Have Been Added or Invited, But Haven't Logged In Yet
Have you already added your employees to the account and sent them an invite to join but they have still not logged in? You can easily send them another invite via SMS to remind them to join and log into the account for the first time.
Follow these steps to do so:
Go to the Overview page
Scroll down until you find the section Users didn't log in to the app yet, and click on Select Users to invite
A new modal will open displaying all users who were already invited to join but have not yet logged in. Make sure to select them, click Next, and then Confirm.
All done - the users were now sent an SMS prompting them to join the app!
Please note: You can send up to 3 invites to each user. If a user has already received 3 invites but has not logged in yet, follow these steps to send the invite again using an alternative method:
Go to the Users section and click on the Add Users button
Click on the Create Invite link
Click the copy icon next to the link to copy it.
Find the user you want to send the link to and check the box next to their name.
Then click Actions, choose Send Text Message, and paste the copied link.
Continue the process by clicking Next and then Send
Done - the user has now received the invite link via SMS.
Additional Resources:
Need more guidance? 🙋 Our LIVE support team (at the bottom right corner of your screen) replies to ANY question.