Managing Users
Like Tags, the ability to share information with other users is an important part of Pinpoint Works’ functionality. Admin users can add other users to the site by clicking cog icon next to the Site name and selecting ‘Manage Users’.
The Site Settings icon can be found next to the site name at the top of the work list page or from the left-side menu. See the Site Settings article for more information. If you do not see this icon it means you are not an Admin user.
Per Yacht or Project Subscriptions: includes an unlimited number of users. Admin users may add and delete users as needed.
Per User Subscriptions: Up to 10 Guest users per Admin user subscription may be added for free on the account. Contact us to add additional Admin and Normal users for your account.
Add a new User
To add a new user to your site, click the ‘Invite User’ button. If the user does not already have access to a Pinpoint Works site, an email will be sent to that person with a link to create their username and password for Pinpoint Works.
Once a User has been invited to a site and created their password, any additional sites to which they are added will appear the next time that person logs in or refreshes their browser. Sync of the mobile apps will show the new sites for iOS and Android.
You can also import users from other sites to which you have access. Click the "Import" tab, select a site, and then use the tickbox to select specific users to import to the current site. These users will have the same level of access on both sites. If changes need to be made to the users' access level, you can do this after importing using the 'Edit' button.
Once you've added a new user, there are several options available to manage this user.
Resend Invite: if a User you’ve added to a site has not yet accessed the site, you can resend the email invitation using the ‘Resend Invitation’ button next to the user’s email address. The email invite will be sent to that user’s email, and they will need to open the email and click the link within to create their Pinpoint Works password before logging in.
Edit: to change a User’s access level, click the blue pencil icon.
Delete: to delete a User, click the red bin icon next to the user's name.
Setting & Editing User Access Levels
When adding or editing user access, a brief description of each level of access will be shown before you click ‘Invite’ or 'Save'. There are 3 main user access levels from which to choose - Admin, Normal, and Guest - with additional options for Normal and Guest user:
Admin: User can see all points, add, edit and delete points. The only user that can access the site’s settings (manage Tags, Custom Fields, Users), delete, copy and move points.
Normal: They can add, edit, copy but not delete points.
Guest: They can comment and add photos, videos, and documents to points but cannot add, edit or delete points.
Normal and Guest with Tags: The user can only see points on the site related to the specified tag or tags. See our Tags article for more information.
Advanced Access Levels
Click ‘Advanced’ to open the advanced access levels options. Admin users can choose if comments and custom fields should be editable, visible or hidden from the user. Any fields hidden from a user will automatically hide the activity feed in the point card. Comments and or activity feed can also be hidden.
Advanced Access Levels (AAL) are a great option for hiding and restricting information from other users on your work list who may need to see specific information but not all information across the site.
Since all sites are independent of one another, the same user may have access to cost fields in another site to which they have access.
If you'd like more information about setting up Custom Fields for your particular use case, you can just email us or contact your Pinpoint Works Account manager and we'll schedule a call to discuss what may be best for you and your team.
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Still have questions?
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