Staff app onboarding — one-tap setup

When you create a new staff member, their welcome email includes a one-tap setup link. Tapping it on their phone opens the TacDesk app and connects it to your company site automatically — they no longer need to type in a site address. No extra configuration is required from you.

What the guard experiences

1. They receive the welcome email and open it on their phone.
2. They tap the Set up the TacDesk app link.
3. If the app is already installed, it opens and connects immediately. If not, they are taken to the App Store or Google Play to download it, then tap the link again — the app connects automatically.
4. They log in with the credentials from the welcome email and are ready to go.

If the app is already connected to a different company (for example, a guard who has previously worked elsewhere), they will be asked to confirm before switching. They should only confirm if it is intentional — TacDesk will warn them if they are currently on duty.

If a guard is stuck

• Remind them to open the link on their phone, not a laptop or desktop. The link launches the native app, which must be installed on their mobile device.
• Check they have installed the app — they should search for TacDesk in the App Store (iPhone/iPad) or Google Play (Android), install it, and then tap the setup link again.
• Resend the welcome email — open the guard's profile in the Users tab, tap the options menu, and select Resend Welcome Email. A fresh link is generated and sent. Ask the guard to use the new email and discard the old one.
• If they are still unable to connect after resending, they can log in via the browser at your company's TacDesk address and use the app normally — connection via the welcome-email link is a convenience, not a requirement for access.

Common questions

Do I need to tell staff the site address? No — the one-tap link handles the connection. You only need to share the site address if a guard specifically wants to use the web browser instead of the app.

Can the link be used more than once? Yes. The link remains valid and can be tapped again if the initial setup did not complete. Resending the welcome email generates a fresh link, but the old one continues to work.

What if a guard uses two different employers' sites? The app can only be connected to one company at a time. A guard working across multiple TacDesk accounts will need to use the setup link for each account to switch between them.