Connecteam

Learn how to access connecteam as an admin for the first time. Share this article with your new admins.

How to Log In As An Admin

Learn about the different types of users you can have in your Connecteam account - users, admin, and owners

User Types on Connecteam

Your 5-Minute Company Set-Up

You have just finished the process of signing up to use Connecteam and you see your dashboard for the first time. So, what's next?

STEP 1: The Admin Dashboard & Activating your first Assets

Asset assignment and monitoring are essential parts of delivering content to your employees' app.

STEP 2: Asset Assignment & Monitoring

Introducing the Connecteam app to your employees & how you can manage your assets and employees on the go!

STEP 3: Your Mobile Admin Tab & Distributing the App to Your Employees

Make sure your features are assigned to the relevant smart groups or users.

Assigning Features & Assets to Employees

Add your Connecteam expert certification to your LinkedIn profile

How to Become a Connecteam Expert on LinkedIn

Use our ready-made templates and customize them for your needs

Templates with Connecteam

Learn how to oversee multiple locations or branches within a single account.

Managing Multiple Locations in  Connecteam

Learn how to set up and use the automations feature

Starting Guide To Automations

Discover some of the most popular ways to use Connecteam's Automations feature.

Automations Common Use Cases

Noam Serlin

Maya D

Sarah G

The first things to do as an admin or owners after signing up for Connecteam.

Getting Started as a Manager

Nathanel Creson

Starting Guide by Vertical

Get your cleaning business running smoothly and efficiently with Connecteam

Set Up Guide for Cleaning Companies (Operations Hub)

Learn how to quickly set-up your cleaning company

Set Up Guide for Cleaning Companies (Communications Hub)

Get your cleaning business running smoothly and efficiently with Connecteam.

Set Up Guide for Cleaning Companies (HR & Skill Hub)

Cleaning Companies 

Get your construction business running smoothly and efficiently with Connecteam

Set Up Guide for a Construction Company  - For Companies Based on Long-Term Projects (Operations Hub)

Set Up Guide for a Construction Company - For Companies Based on Short Projects (Operations Hub)

Get your business communications running smoothly and efficiently with Connecteam!

Set Up Guide for Construction Company (Communications Hub)

Set Up Guide for a Construction Company (HR & Skills Hub)

Construction 

Get your food and beverage company running smoothly and efficiently with Connecteam!

Set Up Guide for a Food And Beverage Company (Operations Hub)

Get your business's communications running smoothly and efficiently with Connecteam.

Set Up Guide for a Food And Beverage Company (Communications Hub)

Get your business running smoothly and efficiently with Connecteam

Set Up Guide for a Food And Beverage Company (HR & Skills Hub)

Food and Beverage 

Get your Home Care business running smoothly and efficiently with Connecteam!

Set Up Guide for a Healthcare Company (Operations Hub)

Get your Healthcare Company's Communication set up

Set Up Guide for a Healthcare Company (Communications Hub)

Healthcare 

Get your security business running smoothly and efficiently with Connecteam!

Set Up Guide for a Security Company (Operation Hub)

Get your security business running smoothly and efficiently with Connecteam

Set Up Guide for a Security Company (Communications Hub)

Get your Security business running smoothly and efficiently with Connecteam

Set Up Guide for a Security Company (HR & Skills Hub)

Security 

Yuval M

Getting Started on the Enterprise Plan 

Learn Tips On How To Launch Connecteam Successfully For Your Team

Tips For Your Launch

Before launching a new app to your team, you need to create excitement and set the  expectations

Upcoming Launching Announcement

Some troubleshooting tips to help your employees to download and install their apps

Supporting Your Users in Downloading and Installing the App

An Apple Developer account is required in order to distribute a fully-branded iOS App (branded app)

How to Create an Apple Developer's Account

Implementing Connecteam

Streamline your employee management processes using SFTP

Update User Information Using SFTP (Secure File Transfer Protocol)

User Information Interfaces

Unlock the power of workforce management with Connecteam API

API Documentation

Streamlining workflows with real-time data integration

Webhook Documentation

Learn how to integrate Connecteam with your company's Google account

Google Single-Sign-On (SSO) Integration

Learn how to integrate Connecteam with your company's Okta account

Okta Single-Sign-On (SSO) Integration

Exclusively for Enterprise Accounts

Start your free trial today!

Academy

Community Forum

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.