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How do I add other users to OnsiteIQ?

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The short answer

  1. Adding Users to the entire company domain (Account Level):
    Open Settings using the gear icon at the bottom of the left sidebar, then click Users under Account and choose Add user. Enter their email, pick a role, and they will get an invitation to join.
    NOTE: This will give the user access at the Account Level which means they will be able to see all projects.

  2. Adding Users to Specific Projects (Project Level):
    Open Settings using the gear icon at the bottom of the left sidebar, then click All Projects under Projects. Select the project you would like to add a user to - this will reveal the project roster. Select Add user - Enter their email, pick a role, and they will get an invitation to join.
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Who can do this

You need to be an Account Admin or Account Collaborator to add people to an account, or a Project Admin or Project Collaborator to add them to a single project. If you do not have one of those roles, ask a colleague who does, or start a chat from the message icon in the lower left.
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More detail

See Add Users to an Account or a Project for the full walkthrough, and Account Roles and Project Roles Explained if you are not sure which role to give someone.

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