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How to invite a user

Please find the PDF version at this link.

This Article describes the steps for an existing customer to add a user

1 - Roles


We have three main roles.

Company manager

-Grants full access over all worksites, products, vehicles and users
- Allows the invitation of additional users.

Multiple company managers can be designated within a company.

Site manager:

-Can fully manage one or more worksites create and manage vehicles from the site he has access to

-Can invite users to their managed sites.

-A site manager is restricted from creating new worksites or accessing information about worksites outside their purview.

Standard user:

-Has view-only access to worksites they are authorized to see, including all related event information.

-Lacks permission to make edits.

Company managers and site managers can register a new product

 

2 - Invite a new user


Go to the "Users" submenu, which is located under the "Organization" menu. Inviting a user is only possible for a company manager and a site manager.

Click on "Create user":

image-20240704-133318.png

A new window will appear where you are required to enter the user's email, name, role, and the site to which you wish to grant access.

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