How to add a new security guard on the Back Office Dashboard?

When you hire a new guard, the first step is to add that guard to Back Office Dashboard. The GuardsPro allows you to create a detailed profile for each guard so you can:

📍 Assign guards to multiple post sites.

📝 Add notes for future reference.

🪪 Manage guard licenses for compliance.

⚡ And much more.

It is really easy to add guards within GuardsPro — let’s get started!

📌 Prerequisites

Before adding a guard, ensure:

• You have admin access to the GuardsPro Back Office Dashboard.

• Guard details (name, mobile number, email, etc.) are ready.

• Post sites and clients are already created in the system.

✅ This guide will walk you through the steps to add a new security guard on the Back Office Dashboard:

👥 Step 1: Access Security Team  

• From the main menu, click on Security Team and then select Security Guards.

• On the next page, you’ll see the list of all guards registered in the system.

• Click on New Guard on the top right corner.

📂 Step 2: Choose How to Add a Guard

There are 4 ways to add a guard to the system:

1. 📩 Invite Using SMS or Email

   • Enter the guard’s first and last name.

   • Select an invitation method (SMS or Email), enter the mobile number or email address, and click Submit.

👉 Notes: Once the user has selected SMS or Email, they can then enter the phone number or email address accordingly. 

• You can also assign a client and post site during this step.

• A registration link will be sent to the guard’s mobile/email for registering on the GuardsPro Mobile App.

➕ You can invite multiple guards together by clicking the Plus icon and adding details.

2. 🔑 Join by Code

   • Share the Company Code shown on the screen with the guard.

   • The code and app download link are sent via text message.

   • The guard registers directly from the GuardsPro Mobile App using this code.

   • The Company Code displayed on the screen can be shared directly with guards.

Please note: Guards who have already downloaded the app and registered themselves can also use this Company Code to join your company. The guard simply enters the code in the mobile app when prompted to join the company.

➕ Multiple guards can be invited together by clicking the Plus icon and adding phone numbers.

3. 🔗 Invite Using Link

   • Share the invitation link displayed on the screen with the guard.

   • The link can be sent directly to their mobile number via text message. 

   • Alternatively, the admin can copy and paste the link to share it through any other communication method if required.

   • When the guard clicks the link, they are directed to the sign‑up page.

➕ To invite multiple guards at once, click the Plus (+) icon and enter their mobile numbers. Each guard will automatically receive the invitation via text message. 

4. 📝 Create Profile

   • Admins can directly create the guard’s account.

   • Define a first name, last name, email, phone number and password and share with the guard.

   • Assign a client and post site during profile creation.

The guard can then log in to the GuardsPro Mobile App using these credentials.

📂 Step 3: Import Guards

You can import multiple guards at once using a CSV file:

• Click the three‑dot (⋮) menu next to the Filter button.

• Select import guard option.

• Download the CSV file from here and enter the required details.

• While adding the details, make sure that:

  • All guard information is entered correctly.

  • The required field is the guard name. 

• Once all the details are added, save the CSV file and click Browse Your CSV File Here to select and upload the completed file.

⚠️ Note: Incorrect formatting in the CSV file may cause the import to fail. Always verify the template before uploading.

Once the guards are successfully imported, they will automatically appear in the Guard List, where you can view, filter, and manage them further.

🎯 That’s it! Adding guards on GuardsPro is simple and flexible — whether by invite, code, link, or direct profile creation, the system ensures smooth onboarding and proper record management.

For further assistance, feel free to contact the GuardsPro Support Team anytime.