## Purpose and Scope
Set up and manage a Connecteam account for US-based virtual-assistant operations, including PTO categories, employee access, balances, approvals, and permissions.
## Create and Configure the Account
1. Open the official Connecteam website.
2. Select **Get Started**.
3. Create the admin account using the approved organization process.
4. Enter the company name and basic settings.
5. Verify the organization email address.
## Enable Time Off and PTO
1. Open **Settings → Time Clock → Time Off**.
2. Enable **PTO / Vacation** and **Sick Leave**.
3. Enable **Holiday Leave** if needed.
4. Create categories such as vacation, sick, emergency, and unpaid leave.
## Add Users and Assign Balances
1. Open **Users → Add Users**.
2. Enter each person’s name, email, phone number, job title, and team or department.
3. Assign the employee role and, when applicable, the manager role.
4. Open each employee’s **PTO Settings**.
5. Enter vacation, sick-leave, and other entitled hours.
6. Review and save the settings.
## Configure Requests and Permissions
1. Open **Settings → Time Off**.
2. Enable **Request Time Off** and the manager approval workflow.
3. Assign approving managers.
4. Under **Settings → Permissions**, use the appropriate access level:
- **Employee:** view schedule and request PTO
- **Manager:** approve PTO and edit the team
- **Admin:** full access
## Invite Employees
1. Invite employees to the Connecteam iOS or Android app.
2. Tell each employee to complete account setup using the approved password manager and organization password policy.
3. Confirm the employee can access schedules, PTO, chat, and clock-in tools.
## Example PTO Setup
| Employee type | Vacation PTO | Sick leave |
|---|---:|---:|
| Full-time | 80 hours/year | 40 hours/year |
| Part-time | 40 hours/year | 20 hours/year |