Team staff users should usually have access to view all sites. If limiting the site viewing access is required for specific users, please select 'Selected Sites', then add or remove sites you wish the users have access to, otherwise select 'All'. If you do not wish to give the new user permission to manage team members, please set them up with an 'Installer' access level.
Creating new team members
- Click on 'Teams' and locate "ADD USER" at the top of the screen. Fill in the team member's details and select the appropriate 'User Type' and 'Site Access', then press save. (For user type definitions, please see below.)
- Click on 'Back to User List'.
- Search for the new user and press 'Resend Invitation'. This will send the team member a welcome email which will provide a link to allow the user to set up their account.
Note: Please ensure you enter a valid email. If the 'Resend Invitation' button is ghosted, change a variable in the User profile slightly and select 'Save'. You should now be able to delete the change you just made and re-save the profile, enabling the 'Resend Invitation' button.
Add/remove site access for team members and customers
1) Search and select the user you'd like to edit and select 'Site Access' type
a) If 'All' is selected, skip to the end of these steps
b) If 'Selected sites' is chosen, select the site you'd like to add/remove the user from. Click 'ADD' at the bottom of the page followed by 'SAVE'. The site will now be added/removed from the user's list.
Note: Green = sites that user has access to; Grey = sites that user does not have access to
User Type definition
Once completed, please make sure to click on 'Resend Invitation' button on the main 'Team Management' Page.