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Managing users in your organisation and site - Invite users

Invite users or team to your organisation and site

Sagar Luniya avatar
Written by Sagar Luniya
Updated over 2 years ago

Site Diary Web app

Site Diary Mobile app

Adding users

Site Diary has made it easy for you to add people to your team. You can add as many people as possible by following these simple steps for the organisation screen.

If you don’t know how to get to the organisation list, just click on the Site Diary logo in the top left of the screen.

  • Go to the Administration

  • Click on “Users & Subscription” on the left menu

  • Click the invite button on the right top of the screen

  • Enter the person’s email and click invite.

Give the user rights. There are three options, admin, manager and user. Learn more about user rights below.

Organisation user rights

The person will receive an email containing a link to where they can accept your invite and create an account.

The dashboard will show all users in your organization. You will be able to also see when users last logged into the app (mobile or web app). You can manage user rights and delete a user if they no longer work with your organization.

For team members with the user rights of manager or user, you will need to give them access to a site. To do so, follow these steps.

  • Select a site/project

  • Click on the “team” tab in the left menu

  • Click on the “add” button on the right top of the screen to add the person you invite.

  • Give the person a role on this site. It can either be a supervisor, member or viewer.

Site User Rights

All team members you invite will be given a user right. The table below will show what each user can do.

The ability of an Admin or Manager to edit a member’s diary entry. There will be a history of the date it was edited and who edited it. Note: The manager only can edit a diary entry before it’s been approved.

Deleting a user from the organisation

Go to the organisation list and click on the pencil icon.

Then click on “Users & Subscription” on the left menu

You will see a BIN on the far right-hand side of the user. Click on the bin to delete the user.

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