Connecteam

Shoshana Fleischmann

Chen Shofar

Roni Matza

How to add Users & Admins, Set Permissions, and Create Smart Groups. 

Add Users, Admins, & Smart Groups

Advice and best practices to get everyone on board!

Users

Learn how to add users to the platform from the dashboard

How to Add Users to Connecteam

Import Users via an Excel (CSV) File

Get everyone on board by following these tips!

How Do I Invite Employees to the App?

Save time by updating all of your users details from one place

How to Update Your Users Details

Use the invite link to gather information from your users before joining the app

Users Invite Link

Sharing the app with your employees and sending reminders to download the app

3 Ways to Distribute the App to Your Employees

Inviting Users from the Overview Page

Archiving and Deleting Users

Add & Remove Users

Learn how to assign a direct manager and how it can benefit your business!

How to Assign a Direct Manager to Your Employees

Learn how to manage your employees in just one click

Perform Bulk Actions from the User Tab

Karmela Movashov

Daily Operations in the Users Tab

How to Add a User From the Admin’s Tab?

How Do I Archive or Delete an Employee from the Admin's Tab?

Romi Oppenheim

The Admin Tab: How to Add & Remove Users

Quick tips to help you differentiate between owners and admins

Owner vs Admin

What to do when the owner of your Connecteam account needs to be changed

How to Change Ownership in Connecteam

Learn how to add additional owners or change ownership of your account

How to Change an Admin into an Owner

Full walkthrough of adding admins to your account

How Do I Add an Admin?

Archiving and Deleting Admins

Understanding general admin permissions and their default settings.

General Settings: Admin Permissions

Nathanel Creson

Yarden Jablon

Set Your Admins, Owners, and Manager Permissions

Admins & Owners

Decide what your admins have access to - whether it's users, categories, or assets

Admin Permissions

Save time and make things a lot easier with this quick guide

Duplicating Admin Permissions

The Admin's Tab

Who can access the admin tab on the mobile app?

Admin Tab Permissions

Learn to run your company on the go, directly from your mobile phone. 

Starting Guide to User Profile Fields

Avoid mistakes and easily identify your workforce
y identify your workforce

Drop Down User Profile Fields

Set filters to automatically create groups

Smart Groups and Segments

Learn how to create a Smart Group straight from the Users tab

How to Create a Smart Group from the User's Tab

Celebrate birthdays and make features available based on seniority

Time-Based Filters and Smart Groups

Examples of how to use Time Based Smart Groups in your company

Use Cases for Time Based Smart Group

How to Set Admins Permissions on the "Users" tab

Learn how to make someone a manager of a specific group - 5 min read

How to Set Up Manager Permissions for Specific Teams

Nechami Alexander

Noam Serlin

Smart Groups & User Profile Fields

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Video Library

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