This tutorial goes over how to invite new users to your projects in OnsiteIQ.
Things to Consider
In order to invite new users to a project or project(s) in OnsiteIQ one of the following MUST be true:
You are an Account Owner for the project(s) you are adding the new user to.
You are an active user with access to the project(s) you are adding the user to AND you have been granted the permission to invite new users.
If one of the above is not true, please contact an Account Owner so they can modify your permissions or add this user on your behalf.
If you don't know who the Account Owner is, please start a live chat within OnsiteIQ by clicking on the green chat icon in the lower left corner of the screen.
Important Things to Note
If you invite a user that already has access to the selected account or project, this user will receive an email letting them know they have access to the project.
If a user was initially invited with a specific set of permissions, subsequent invitations to the same user can only add additional permissions; subsequent invitations can not revoke permissions.
For example, if user A is not initially granted the permission to invite new users, but then is re-invited and granted invite new user permissions during that workflow, user A will gain those permissions. If user A was initially granted the invite new users permission, then another user leaves the corresponding box unchecked during a subsequent invitation, user A will not lose those permissions.
OPTION 1:
From the Portfolio Dashboard, click the purple Invite user button in the upper right hand corner.
Note: The 'Invite User' pop up window will appear.
If the desired account is not already selected, select it from the 'Account' dropdown.
Enter the email address of the user in the 'To' field.
Note: If you want to invite multiple users at once, press the 'Return' or 'Enter' key after each address.
Check the boxes for each of the projects you would like to grant access to.
If you would like them to have access to all current and future projects in the account, check the box for 'Can access all projects added to Account Name.'
Note: This check box will only appear if you were granted this permission or if you are an Account Owner.
Click Next.
If you would like the user(s) to be able to add other users to the project(s) you are adding them to, make the selection here.
Click Send invite.
The invited user(s) will receive an email from customersucess@onsiteiq.io with a link to the project.
Note: If this user has not previously registered their account, the email will contain a link to set their password and login.
OPTION 2:
From the Portfolio Dashboard, click on the ellipses to the right of any project.
Note: A drawer will appear with the list of users that have access to the project.
Click View Users in the small window that appears.
Click Invite user.
Follow steps 3-9 from Option 1 above.
OPTION 3:
From any page in OnsiteIQ, click your initials in the lower left hand corner.
From the pop up window that appears, click Users.
Note: This will automatically take you to a list of the users that have access to the projects that you also have access to.
Click Invite user.
Note: The 'Invite User' pop up window will appear.
Follow steps 2-9 from Option 1 above.