Dashboard > Team > Users
Permissions
Always remember to ensure the correct people have the appropriate permissions to access your company and project materials. This can be done per individual or by applying Permission Templates.
In order to add new Users, users will need Create permissions for Users
To add a new user, follow these steps:
Go to the dashboard and click on "Team".
Click the "Add User" button and fill out the required information.
Click "Send invitation email" to send a temporary password to the user. They can then create their own password and log in to SiteMax.
Click the "create user" button.
Phone Numbers
Multiple phone numbers can be added to users' profiles, but must be designated as Primary and Secondary phone numbers. Primary numbers should always be mobile phone numbers for authentication purposes. To assign the primary designation to a phone number, click on the Star icon located within the extension box. For more information on assigning phone numbers to users, please see our article.
Note; If your company is re-using mobile phone numbers for your workers, and you need to assign a mobile number that is already assigned to a former worker, blocking the former user will free up their Primary number, allowing you to assign that number to the new user.
Note:
Add Titles to your user by clicking on the Users details and the Titles tab. Any User being added to a Project must have a Title assigned to them.
Choose from our pre-created permission templates to quickly assign access levels to new users.
Once you create a user, you can easily customize their permissions to restrict or grant access to specific features or information.