SiteMax Systems

This article explains the steps to add new users to SiteMax

Team - Adding New Users to SiteMax

Team - Import Users

User Groups, Project Crews and Adding Users to Crews

Team - Creating Crews

Team - Applying Titles

Changing, Resetting Permissions and Crew Permissions

Team - Applying Permissions

Send invitation emails, manage lost passwords

Team - Inviting Users

Managing user titles - setting & removing

Team - Editing User Titles

What are external users and what can they access?

Team - External User Access

Export users, export projects, export equipment, export cost codes and more...

Team - Export Data

Show changes that were made in your user's permission

Team - Track and Restore User's Permission Changes

Set Filters in Team to make managing and sharing access easy. Use Select to bulk edit User  status.

Using Filters to Manage Users

How to Block and Unblock Users. Remove and prevent old users' login. No seats available, Email already exists errors.

Block and Unblock Users

Setting up user permissions for records at the Project and Company level.

User Permissions for Records

Viewing, editing, renewing, archiving, and filtering records within the Records tab of the Team module

Team - Managing Records

Permissions Template

Add users to projects through team module

Team - Adding Users to Projects

Viewing, uploading, editing, archiving and renewing records of a user, employee, admin

Team - Records and Certifications

Color-coded user permissions for transparent pricing.

Clearer User Permissions at SiteMax

Marjorie Galit

Carrina Jaime

Kelly Shee

Team

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Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

Tickets portal.

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Tickets

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