Connecteam

Sara Kampler

Connecteam Experts

Nathanel Creson

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

Add Users, Admins, & Smart Groups

Learn how to access and manage your employees' payslips in Connecteam

How to View Employee Payslips in  Connecteam

Learn how to add and monitor employee KPI's such as total sale amount, units sold and more!

Track Key Performance Indicators (KPI's) such as Sales Data

Learn how to import key performance indicators into your employee's performance tab for effective tracking and evaluation

How To Import Key Performance Indicators (KPI's) such as Sales Data

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

Learn how to easily add new users and/or update existing ones with the import capability

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 User Details

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

Adding Employees Through the Invite Link

Discover the various methods to invite users you've already added to your account to download the app

Inviting Employees to Download the App

How an admin can archive and delete users from the desktop or mobile app

Archiving and Deleting Users

More Ways To Invite Users (For Trail Accounts)

Learn how to invite users to download the app, join, and log in for the first time

2 Ways to Distribute the App to Your Employees

Add & Remove Users

How to manage and update employee information

Managing Your Users' Profiles

Learn how to make an admin the direct manager of certain of employees 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

Learn how to use Connecteam’s powerful user filters

User Filters

Activate and manage the employee's digital employee card

Digital Employee Card: Set Up & Customize

How Can I See if My Employees Are Using the App?

Daily Operations in the Users Tab

Learn how to add a new user from the mobile app

How to Add a User From the Admin’s Tab

The Admin Tab: How to Add & Remove Users

Quick guide 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 of Your Connecteam Account

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

How to Change an Admin into an Owner

Full walkthrough on how to add admins to your Connecteam account

How Do I Add an Admin?

Archiving and Deleting Admins

Understanding general admin permissions and their default settings.

General Settings: Admin Permissions

Learn to remove admin or owner permissions

How to Demote An Admin/Owner

Nechami Alexander

Chen Shofar

Set Your Admins, Owners, and Manager Permissions

Admins & Owners

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

Admin Permissions

Save time by using the duplication capability for admin permissions

Duplicate Admin Permissions and Managed Groups

Make sure an admin only has access and control over one specific feature

How Can I Ensure My Admin Has Admin Access to Only One Feature

Manage your workforce on the go from your mobile app!

The Mobile Admin's Tab

Understand 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. 

The Admin's Tab

A smart way to identify your workforce using profile fields

Starting Guide to User Detail Fields

Avoid mistakes and easily identify your workforce by using dropdown user profile fields

Dropdown User Profile Fields

What are smart groups, why are they beneficial and how to create them

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

Save time and energy by automating smart group creation

Automatically Create Smart Groups

Learn how to quickly create a smart group with a click

A Quick Way to Create a Smart Group

Quickly decide what features a smart group will have access to

How to Assign Features to a Smart Group

Understand how to remove a user's birthday so it's not displayed

How to Remove an Employee's Birthday From Being Displayed

Adva Deuitch

Smart Groups & User Profile Fields

Start your free trial today!

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