SiteMax Systems

This article explains the steps to add new users to SiteMax

Team - Adding & Inviting New Users to SiteMax

Assigning and Editing titles to users through Team.

Team - Applying & Editing Titles

Assigning, Updating, and Understanding Permissions

Team - Applying & Managing Permissions

Contact Groups, Project Crews and Adding Users to Crews

Team - Creating Crews & Contact Groups

What are external users and what can they access?

Team - Understanding External User Access

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

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

Team - Records and Certifications

Record reminders, expiration dates, record statuses, and more!

NEW Records Features

Kelly Shee

Josan Garcia

Team

REFER US!

Find answers and get help from Intercom Support and Community Experts

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