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Team - Inviting Users
Team - Inviting Users

Send invitation emails, manage lost passwords

Marjorie Galit avatar
Written by Marjorie Galit
Updated over 3 months ago

Dashboard > Team > Users


Permissions

Always remember to ensure the correct people have the appropriate permissions to access your company and project data. This can be done per individual or by applying Permission Templates.

In order to invite users to SiteMax, users will need Manage permissions for Users

  1. From the "Users" tab, identify the individuals you want to invite to SiteMax.

  2. After selecting the invitees, locate the "Action" drop-down menu at the top of the user list. Click on the drop-down menu to reveal a list of available actions. From this menu, choose the option labeled "Send Invitation Email."

Note:

  • The invitation email serves a dual purpose as it not only invites users but also enables password resets for existing users.

Don't Forget! Instruct users to copy or paste the Temporary Password on initial login.

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