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Add New Users

Learn how to add new Users to your Teamgo system

Steve avatar
Written by Steve
Updated over a week ago

Note: you will need permission to access this feature or be the account admin.

Teamgo offers several ways to add your Users to the system. These will depend on the plan type you have (features) and what works best for you.

  • Add users manually

  • Invite users by email (single or multiple)

  • Import users by CSV file

  • Sync with Active Directory

  • Sync with Microsoft Azure Active Directory

  • Import and Sync via the Teamgo API

We provide a guide on each of these below and more advanced options in our other help guides (integrations etc).

Watch how to add new users

Complete user details

  • Full name - name of person you are adding

  • Email address - not required but if added will allow them to login as their username and also receive notifications and various other functions

  • Mobile number - not required but will allow the system to send notifications by SMS if you have this feature enabled

  • Job title - not required but useful depending what information you wish to display in various functions

  • Company - not required but useful depending what information you wish to display in various functions. Users may not be from your Organisation so you can enter their company name here

  • Timezone - what timezone the user is in, this will apply to how they view reports, analytics and so on if these features are available to them

  • QR Code - you can enter an QR code string here if you want to use a QR code that is not one Teamgo issues.

  • Photo - upload the users photo or turn on FaceID feature (FaceID is an enterprise feature).

Complete user settings

  • About - users personal details

  • Parents/Guardians - option only available on Education plan. Allows you to assign another to be monitored for sign-ins and notifications

  • Locations - add the user to one or more locations which will allocate them to your sign-in points employee directory and provide access to the location dashboard when they login. You can add users to one or more locations. (Note: If you did not create a custom Host list, adding the User to Locations would make them selectable as Hosts for those locations.)

  • Groups - add the User to a group(s) for access to features. Their group type will also appear in your reports. You can assign one or ore groups to a user.

  • Access - will allow or restrict a user from being able to use specific Sign-in points

  • Notifications - choose what types of notifications the user can receive

  • Work with Children - option only available on Education plan. Request an Identifier Number from a user (only applies to Australian, Victoria jurisdiction)

User options

When a user is created you will also have options to then

  • Download their QR code (image file in PNG format)

  • Send their QR code to email address

  • Sign-in the user

  • Sign-out the user

  • Disable/Enable user account

  • Delete user

Adding a New User

To add a new User, follow these steps:

  • Go to the User section.

  • Click the '+ New User' button at the upper right.

  • Fill out the form with the User's data and customize the User-specific settings. The only required field is the User's full name, but it would be a good idea to include as much information as possible.

  • Be sure to add the User to a group, assign the User to appropriate locations, and check the notification settings. Once done, click the 'Save' button at the upper right.

For more information get in touch with your support team.

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