After opening an account with us on Connecteam, you'll need to set up your general settings. The account's settings range from selecting visual customization options, to managing your plan, as well as deciding on security settings and admin permissions.
In this article we will cover:
How to reach your general settings
To reach your general settings, head over to your name at the top right corner of the screen. Click on your name and select Settings. This will open up the account's General Settings.
Please note: Some tabs are restricted to owners only. To check what you should have access to, please visit our article about the differences between owners and admins.
The General tab
In the General tab, you can set up the following items:
Set up your company's name
Select your preferred language
Select your date and time format
Select your preferred time zone
Select your unit's format
Choose if to automatic translation on updates
Choose if to automate sending an invitation to join the app for users added to the system via CSV or integration
💡 Tip: Language and time zone settings on the Connecteam mobile app will adjust based on your device's language and time zone settings.
These settings serve as the foundation of your account, so they have a big impact! Your account will be built according to these settings.
How to change your logo and colors
If you're looking for a bit more customization and adding a personal touch to your account, then the "Logo and colors" tab is exactly the place for you! In this tab, you can upload your logo to the platform and select your company's app colors.
To add or change a company logo, click on the company logo space to upload a file from your computer.
To remove a company logo and revert to the Connecteam logo, click on the X in the company logo space.
💡 Tip: After adding your logo, select which color will suit best using our "Theme Preview", located next to the logo and color selection.
Set up your admin permissions
Admin permissions allow you to decide which actions your admins are and are not allowed to take. They give you control over which admins have access to which information. Besides the category and asset permissions that are assigned to each admin inside individual features, there are also general default options for your convenience.
In the Admin Permissions tab, you'll be able to modify Content, Categories, and Smart Groups permissions that are given to your admins.
Want to learn more about admin permissions? Click here!
Set up your account details
In the Account tab, you can modify your admin details such as your name and upload a profile picture! You'll also see here the email address associated with your account. In addition, you can modify your company's details, such as selecting your industry, the number of employees, and add an address.
To learn how to change your email address, click here.
Manage your plan and billing information
The Billing tab is where you can find information about your current plan, update billing information, and view and download invoices. From this screen, you can also upgrade your plan or cancel your subscription. To learn more about managing your billing, please refer to this article.
Modify your welcome screen
💡 Tip: Want to know how your welcome screen will appear for your users on your app before approving it? Simply use our Mobile App Preview page which is located right next to our welcome screen settings!
Customize your feed
In the Feed settings tab, you can customize how users will view the dashboard and mobile feed, and how you can post and categorize information.
If you don't want to publish updates under your user's name, you can create a custom publisher to publish updates for your employees on behalf of a persona, a department or team name, or any other fun character!
To add a custom publisher, go to the Feed settings tab and in the custom publishers tab click 'Add publisher'. Give your publisher a name and select which users will be able to publish under the custom publisher.
Feed topics allow you to segment your feed based on your custom topics and categories. With the ability to differentiate between what’s important and what is merely 'nice to have', you can organize updates by category to ensure everyone stays informed while maintaining their attention on the information that matters most.
Want to learn more about feed topics? Click here!
Enable pay rates
In the Pay rate tab, you can enable pay rates to use across the platform. Once it's enabled, pay rates can be set in the user profile and it'll appear in the users' timesheets as well. From this screen, you can also set admin permissions for pay rates, so you can be in control of who can adjust the pay rate.
Want to learn more about setting up pay rates? Click here!
Set up your account's security
Connecteam allows account owners to set direct security measures and customize them to the company's needs. As the owner of the account, you can set up security settings, password strength, and single sign on (SSO).
Want to learn more about setting your app's security settings? Click here!
Get your API key
Connecteam's API is your gateway to unlocking the full potential of Connecteam's powerful workforce management platform. With Connecteam's API, you can integrate, automate, and customize the platform to suit your needs.
Want to learn more about Connecteam's API? Click here!
Refer and earn
Connecteam's referral program is a great way to earn money by recommending Connecteam to your friends, colleagues, and other business contacts. As a referrer, you will earn a 25% revenue share from each new customer's payment for the first year.
Want to learn more about Connecteam's referral program? Click here!
Need more guidance? 🙋 Our LIVE support team (at the bottom right corner of your screen) replies to ANY question.