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).
Add New User (Manually)
Click on Workspace
Click on Users
Click the New User button
The New User form will appear where you can fill out information about the person and apply the functionality they will need.
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
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)
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