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Add user

2 min read

  1. Open the desired project to which you would like to add further users.
    In the menu bar on the left, click on team.
  2. Search for the desired user of your company in the list on the left and drag and drop it into the respective column (alternatively onto the Plus-symbol).
    Tip: You can assign 3 different authorizations:

    • Administrator: This role is intended for those users who are allowed to work on the project and also change everything, such as plans and photos.
    • Member: This role is intended for those users who are to work on the project but are not allowed to change anything.
    • Viewer: This role is intended for those users who should only have an insight into the project and should not add anything to the project (no plans, photos, points, etc.).
  3. As soon as you have added all the desired users, click on Save.
  4. If you cannot find the user in the list, you can search for the e-mail address or name in the field at the top left.
  5. If the user is not yet registered with SitePlan, enter their e-mail address in the field at the top left, click on the Plus-icon and select the relevant role from the pop-up menu. The user receives an invitation by e-mail and is automatically added to the project with the respective role after registration.
  1. Open the desired project to which you would like to add further users.
    In the menu bar below, click on team.
  2. In the menu bar at the top, click on the Plus-symbol.
  3. Search for the desired user of your company at the bottom of the list and select it by tapping on it. Select the respective role for the selected user(s) at the top.
    Tip: You can assign 3 different authorizations:

    • Administrator: This role is intended for those users who are allowed to work on the project and also change everything, such as plans and photos.
    • Member: This role is intended for those users who are to work on the project but are not allowed to change anything.
    • Viewer: This role is intended for those users who should only have an insight into the project and should not add anything to the project (no plans, photos, points, etc.).
  4. As soon as you have added all the desired users, click on Save.
  5. If you cannot find the user in the list, you can search for the e-mail address or name in the field above the list.
  6. If the user is not yet registered with SitePlan, enter their e-mail address in the search field and click on the Plus-icon to add the user to the list. You can then also select the role and add the user by clicking on Send in the menu bar at the top. The user receives an invitation by e-mail and is automatically added to the project with the respective role after registration.
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