Connecteam

Learn how to change your email address in Connecteam

How to Change Your Email

Learn how to switch between different Connecteam companies that you belong to

How to Switch Connecteam Accounts

View and manage all pending requests across features in one convenient place

Approving Pending Requests

Show your employees how to download the Connecteam app and log in

Downloading the App & Logging In

Maya D

Sarah G

Nathanel Creson

Customize Connecteam, your settings, & the Kiosk App.

Your Account & App Settings

Learn about Connecteam's features and how to activate them

What is a feature? How to activate Connecteam's features?

Learn how to build and customize your dashboard

How Do I Build My Dashboard?

How to change the name, color, and icon of each feature on the sidebar

Customizing Your Sidebar

Change the order of assets within each category/feature

How to Reorganize Assets In a Category

How to customize your sidebar for your specific business

Customizing Your Web Dashboard

Quickly Manage Your All Your Team From The Same Place - The Overview Tab

The Overview Page

Understanding the Activity Analytics tab and what it means for your business

Activity Analytics - Understanding How Connecteam Impacts Your Business

Dashboard Structure

Learn how to set up your account's general settings!

Your Company's General Settings

Learn how to change the language of your account and mobile app

Configure Your Preferred Language

How to change the date and time format of your account from the main settings

Change Date and Time Format

Learn how to customize the welcome screen of the mobile app for your employees to view when entering the app

Your Mobile App Welcome-Screen

The importance of securing your account and how to customize it to your company's needs

Set your App's Security Settings

What is Two-Factor Authentication and how to enable it for system admins?

Two-Factor Authentication (2FA)

An easy way to control which notifications you’ll receive from each feature.

The Notifications Center

How to control your feature notifications across the platform

Manage Notifications

Customize your sidebar by adding or removing categories/features

How to Delete or Add Content to My Account

Make sure employees are notified when you publish content and assets so nobody misses any important information

Send Push Notifications For Your Content

Learn which users are engaging with the app and how they interact with each feature

Checking Your Account Activity with Connecteam

How to set up device authentication for users

Device Authentication

Learn about Connecteam's referral program and how you can earn by referring others to use Connecteam.

Refer a Friend Program

Learn how to change your employees' profile pictures for them

How to Upload a User's Profile Picture

How to set your company details and information from the main account settings

Setting up Company Info

How to customize the logo and color of your app so that they represent your company/brand

Customizing Your App: Logos & Colors

Set up the basic and general settings of the account

The General Settings

Learn how to use NFC tags to track and verify security patrol checkpoints

How to Create a Security Patrol Route with NFC Checkpoints

Sam Rothman

General Settings

A step by step guide to seeing your POS data in Connecteam

Integrate Connecteam & Lightspeed Restaurant (K Series) Point of Sales (POS)

Learn how to to gain insights into the connection between company sales vs labor by reviewing your sales vs labor report

Reporting: Comparing Sales & Labor Data in Connecteam

Learn how to integrate connected via your company's Azure Active Directory.

Microsoft Azure Active Directory Single-Sign-On (SSO) Integration

Understand how to integrate your Connecteam account with BambooHR, enabling user synchronization between the two platforms.

How to Integrate Connecteam with BambooHR: User Sync Integration

Integrate Connecteam & Clover Point of Sales (POS)

Seamlessly bring your Square POS sales data into Connecteam so you can align labor costs with revenue—directly in your schedule, Job Scheduler, and Sales vs. Labor reports

Integrate Connecteam & Square POS

Seamlessly bring your Shopify POS sales data into Connecteam so you can align labor costs with revenue—directly in your schedule, Job Scheduler, and Sales vs. Labor reports

Integrate Connecteam & Shopify POS

This article explains how to create an NFC event in Connecteam. NFC events allow you to trigger an action when an employee scans a physical NFC tag, such as sending…

How to Set NFC Events in Connecteam

Zapier : Set NFC trigger event

Omer Vered

Integrations 

How to set up your Kiosk App so multiple employees can use the same device.

The Kiosk App

Ilan Buchbinder

Kiosk App

Start your free trial today!

Academy

Community Forum

Find answers and get help from Intercom Support and Community Experts

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