Connecteam

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

Nathanel Creson

Maya D

Add & Remove Users

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Create your workspace and invite the people you work with.

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

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

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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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