Adding Administrators, Site Admins, or Managers (Tool Connect™ Site Manager)
1. To add an Administrator, Site Admin, or Manager to your account, you must have Owner or Administrator permissions.
Once the user is invited, they will receive an email invitation to log in to the Site Manager portal.
+ New Person
2. Click "People"
3. Click here.
4. A 'New Person' panel will appear where you can enter the profile information for the new user. This includes the First Name, Last Name, Email address, and Mobile Number.
5. Under the Details section you can add ID Number or employee number, division and permission level.
6. Select the permission level you would like to give this person. To understand the permission levels, refer to the "(Permissions Matrix (Tool Connect™ Site Manager)" article.
7. The admin can add inventory to all assignments, while the site admin can only add inventory to selected assignments they have access to. If you grant someone admin permission, they will have access to all assignments.
8. then choose which assignments they can have access to.
9. Click 'Invite' to complete. An email invitation will be automatically sent to the email address provided for the new Administrator, Site Admin, or Manager.
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