Inviting and Managing Users in SiteCloud

This article explains how to manage and invite users to your SiteCloud account and manage their access permissions at both company and project levels. An explanation on the different user roles can be found at this link: HERE

Note: If options appear greyed out, you may need to configure your company information first.

Inviting Users for Company Administrators

1.  Navigate to the Site Menu and select “Company”.

2. Within the Company page, navigate to the People tab. Here you can manage access for all users across all your projects.

3. To invite a new user, select “Invite to Company” and enter their email address and desired project access.

Inviting Users for Project Administrators

1. Navigate to the Site Menu and select “Projects”.

2. Click the settings icon for the Project you wish to manage and then select “View Project Details”

3. Within the Project Detail page, navigate to the People tab. Here you can manage access for users on your project.

4. To invite a new user, select “Add Person” and enter their email address and desired project role.

Managing Users

Once you have nagivated to the user you wish to manage, you will be able to adjust their roles for any projects that they are assigned.