Manage Users
Site Admin users can add other users to the site by clicking the 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.
Please note that you are not an Admin user if you do not see this icon.
Per Project Subscriptions: includes an unlimited number of users. Site Admin users may add and delete users as needed.
Per User Subscriptions: Only the number of paid-for Site Admin and Normal users may be added to the site. Up to 10 Guest users per Admin user subscription may be added for free to the account. Contact us to add additional Admin and Normal users to your account.
Add or Import a New User
When you add a new user to your site, if they don't 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. The mobile apps' sync 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 tick box to select specific users to import to the current site. These users will have the same level of access to 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, several options are available to manage this user.
Resend Invitation: If a User you’ve added to a site has not yet accessed it, you can resend the email invitation using the ‘Resend Invitation’ button next to the user’s email address. The 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 Edit icon.
Delete: to delete a User, click the red bin icon next to the user's name.
Bulk Remove: to remove multiple users at once, select them in the list on the left-hand side and then click 'Remove' in the pop-up box.
Please note: last login date pulls from web and native logins.
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 'Save.' There are three main user access levels: Site Admin, Normal, and Guest, with additional options for Normal and Guest users.
Site Admin: These users can access the Site Settings—site name, Tags, Custom Fields, and Users. They can also invite and manage other users on the site, add, edit, and delete points, and copy and move points from one site to another.
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. Site Admin users can choose whether 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. Activity feed and Exports 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, 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, email us or contact your Pinpoint Works Account manager.
Please note that the highest access level is Account Admin.
Still have questions?
Send us a message through the chat icon in the web app, email us or keep looking through our Help Centre for more information.