Connecteam

Why a mobile phone number is mandatory for users, and what are some alternative ways for them to log in if they don't have one

Is a Phone Number Mandatory for Each Employee?

How to Change an Employee's Phone Number

Invite existing users, who have changed their mobile device

How Do I Invite an Employee When They Changed Their Smart Phone?

Understand why you or your employees might be unable to login to the account and how to solve it

Troubleshooting: I Can't Log In To The Dashboard

Understand why your or your employees might be unable to login to their mobile apps and how to solve it

Troubleshooting: I Can't Log In to the Mobile App

Understand why you can't promote a user to admin and how to solve it

Troubleshooting: I Can't Promote a User to Admin Status

Understand why you can't import users via a CSV file and how to solve it

Users Troubleshooting: Can't Import Users with CSV File

Export information on Users through the User's Tab

How Can I Export User Information?

Understand how to give an admin permissions over only a specific asset in the platform

How to Make an Admin for Only One Asset

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FAQs on Users & Adding Employees

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Create your workspace and invite the people you work with.

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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.

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