Connecteam

Accessing and managing your resources from the resources tab

How to Manage Your Resources (Jobs, Clients, Vehicles, Sites)

Easily import your jobs into your Connecteam account via a CSV file

How to Import Jobs

Learn everything related to Resources - how to add them, edit them, assign them, and more

Time Clock: Understanding Resources (Jobs, Clients, Projects, Sites) and How to Use Them

Learn everything related to resources - how to add them, edit them, assign them, and more (For accounts with the Resources Tab)

Scheduler: Understanding Resources (Jobs, Clients, Projects, Sites, Vehicles) and How to Use Them

Create unique codes for each of your jobs for better organization and alignment with your payroll software

Job Codes

How to archive a jobs (For those with the Jobs tab)

How Do I Archive a Job?

How Do I Allow Managers to Add Jobs?

Easily import your sub-jobs into your Connecteam account via a CSV file.

How to Import Sub-Jobs

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Nathanel Creson

The Jobs Tab

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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.

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

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

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

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