Add employees to your business account

Before using Camelo to manage shifts and connect with your team, you need to add members to your business account.

There are 3 ways you can add employees:

  1. Enter emails manually
  2. Share a join code
  3. Import from phone contacts
  4. Import employees from spreadsheet file

1. Add emails manuallyโ€‹ ๐Ÿ“ง

  1. Visit https://dashboard.camelohq.com/. In the left navigation bar, click People.
  2. Click Add New Employee.
  3. Enter details of the new employee you want to add. When you’re done, click Save.

  1. On the Camelo app, go to the Menu tab at the bottom of your screen.
  2. Select My Team, then tap in the top-right corner.
  3. Tap Add email manually.
  4. Enter the email address and the full name of the member you want to add.
  5. Select the Schedule you want to add the member in.
  6. Select the Position of the member, or type to add a new position.
  7. Tap Add member. You can continue adding mutiple members by entering their information and tapping Add another.
  8. When you’re finished, tap Done to exit this screen.

  1. On the Camelo app, go to the Menu tab at the bottom of your screen.
  2. Select My Team, then tap in the top-right corner.
  3. Tap Add email manually.
  4. Enter the email address and the full name of the member you want to add.
  5. Select the Schedule you want to add the member in.
  6. Select the Position of the member, or type to add a new position.
  7. Tap Add member. You can continue adding mutiple members by entering their information and tapping Add another.
  8. When you’re finished, tap Done to exit this screen.

2. Share a secret join codeโ€‹ ๐Ÿ”’

You can send a join code to your team members so they can join your business account by themselves.

  1. Visit https://dashboard.camelohq.com/. In the left navigation bar, click People.
  2. Click Share Join Code.
  3. Turn on Enable secret code. A 6-digit code will appear on the screen.
  4. Click the join code to copy it, then send the join code to your team members.
  5. Instruct team members to download and install Camelo on their phones and use the code to join your business account.
  6. Approve or reject join requests (if you turn on Require approval).
  1. On the Camelo app, go to the Menu tab at the bottom of your screen.
  2. Select My Team, then tap in the top-right corner.
  3. Tap Share join code.
  4. Turn on Enable secret code. A 6-digit code will appear on the screen.
  5. Tap the join code to copy it, then send the join code to your team members.
  6. Instruct team members to download and install Camelo on their phones and use the code to join your business account.
  7. Approve or reject join requests (if you turn on Require approval).

  1. On the Camelo app, go to the Menu tab at the bottom of your screen.
  2. Select My Team, then tap in the top-right corner.
  3. Tap Share join code.
  4. Turn on Enable secret code. A 6-digit code will appear on the screen.
  5. Tap the join code to copy it, then send the join code to your team members.
  6. Instruct team members to download and install Camelo on their phones and use the code to join your business account.
  7. Approve or reject join requests (if you turn on Require approval).

๐Ÿ“Œ Note:

  • Require approval:
    • If you turn this on, you will receive notifications of new join requests. You can review the accounts and then approve or deny the join requests.
    • If you turn this off, team members can join your business account without seeking approval from management.
  • The secret code will expire after a certain time, so make sure to send your team a valid code.

3. Import employees from contacts ๐Ÿ“‡

You can import employees to your business account from your phone contacts.

  1. On the Camelo app on your phone, go to the Menu tab, and tap My Team.
  2. Tap in the top-right corner.
  3. Tap Import from phone contacts.
  4. Tap Allow so the app can import your contacts.
  5. Select the contacts, then tap Invite.

4. Import employees from a spreadsheet file ๐Ÿ“„

You can import employees in bulk by uploading an Excel file.

  1. Visit https://dashboard.camelohq.com/. In the left navigation bar, click People.
  2. Click Import Employees.
  3. Open our template and make a copy of it.
  4. Add your employees’ information to the template. Ensure each employee has at least a first name, last name, and one position. Then download the file as Microsoft Excel (.xlsx) file.
  5. Upload the file and click Import Employees.
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