Individual accounts keep project access and activity attributable. Invite users with their work email and remove access promptly when it is no longer required.
- 01
Start from the web dashboard
In the web dashboard, open Settings (the gear at the bottom of the sidebar), choose Users and select Add user.
- 02
Invite the user
In Add User Details, enter their Email, First name, Last name and Job title, then save to send the invitation. Use Resend on the Users list if someone has not verified.
- 03
Set the right access
Under Role, choose the User role. Under Permissions, set Status, Calendar booking, OTP login and GPS tracking as appropriate for the person's job.
- 04
Confirm their first sign-in
Ask the user to accept the invitation and verify the projects and features they can access.
- 05
Review access regularly
Update or remove accounts when a person changes role or leaves the organisation.
Good to know
- ✓Never share one account between several field users.
- ✓Review workspace access as part of employee offboarding.
Still stuck?
Send us the project and the step you reached, and we’ll take a look.