Getting Started with Teamgo

A quick guide to getting started with Teamgo Visitor Management System, your Kiosks and User management.

Steve avatar
Written by Steve
Updated over a week ago

With just a little tech savviness you can get your Teamgo account up and running in a matter of minutes. This guide will give you the basics on where to get started. 

Here you will learn how to: 

  • Customise your Kiosk with Kiosk Designer

  • Set up your Kiosk on your iPad

  • Add new user to your Team

Customise your Kiosks with the Kiosk Designer 

When you first log in to Teamgo you will see your personal Dashboard. To view your locations, sign-on points, etc., click on WORKSPACE in the header.

This will show you all of your Locations, how many sign-in points are assigned, and depending on your plan type, how many visitors are on site currently.

If you are a first-time customer, you may see a default Kiosk already, you can edit/delete this or create a new one.

Customise iPad Kiosks

  1. Click on Workspace

  2. Select your Location (click on location)

  3. Click on Sign-in Points

  4. Edit or Add a New iPad Kiosk

  5. Fill out your Kiosk's details

  6. Click "Create Kiosk"

  7. In "Styling" you can edit the design of your Kiosk including the layout, buttons, colours, logo, background, and so on.

  8. In "Workflows" you can change the behaviour and options available with each of the buttons on your iPad kiosk

  9. In "Notifications" you can set your default contacts for various functions on the iPad kiosk (users will need to be added to Teamgo first)

  10. In "Hosts" add the Team Members that visitors will be able to select during their sign-in process in the visitor directory (host selection).

  11. In "Visitor Badge", customise what your visitor badges will look like when they are printed if you are wanting to use the supported label printer

  12. Click "Save" to save your Kiosk as a draft

  13. Click the upload arrow icon to upload it to your iPad (also know as Push and Refresh)

  14. Click the "Home Screen" button to back

The Kiosk Designer is an extensive tool you can use that has many features to change how your iPad Kiosks work and how visitors interact with them.

Copy a Kiosk

If you have a kiosk already and you simply want to copy this you can also click Clone Kiosk to create a copy of the Kiosk you have just made or Delete Kiosk to delete it from your system.

You can also clone/copy a Kiosk from the sign-in points page.

 Set up your Kiosk on your iPad

  1. Download the Teamgo Visitor Kiosk app on your iPad (visit the app store)

  2. Log into your Teamgo account with your username and password

  3. Check the settings tab is setup how you need

  4. In "Kiosks" tab select the Kiosk you want to display

  5. The Kiosk will display, your system is ready to be used! 

Add New Users 

When you create a Teamgo account for the first time it's likely you will be the only User. To add employees, contractors and other types of uses you can use the below process.

  1. Log into your Teamgo account at https://my.teamgo.co

  2. Click the "Workplace" tab in the header

  3. Click "Users" 

  4. Click "+ New User" button

  5. Fill in the fields in the "Details" tab

  6. Go to the "Access" tab to restrict the Team Member from signing in/out on specific/all Kiosks. You can also assign a pin code to the Team Member from that tab.

  7. In the "Locations" tab assign your Team Member to specific or multiple locations, this will show them on the Kiosk(s) when visitors sign in at that Kiosk.

  8. In "Groups", grant group permissions to your Team Member, typically the "Employee" group is all that is required.

  9. In "Notifications", choose the email address notifications get sent to when a visitor arrives to see your Team Member

  10. Click Save to finish

Alternatively, you can view our other help guides that will show you how to on adding team members including.

  • Bulk import with CSV

  • Bulk update with CSV

  • Import with API

  • Import with Active Directory

Video Introduction

For advanced assistance please search the help guides or contact the Teamgo support team online with your questions.

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