Site Diary has made it easy for you to add people on your team. You can add as many people as possible by following these simple steps for the organisation screen.
Click on the “settings” button to edit the organisation.
If you don’t know how to get to the organisation list, just click on the Site Diary logo in the top left of the screen.
- Click on “Users & Subscription” on the left menu
- Click the invite button in the bottom right of the screen
- Enter the person’s email and click invite.
Give the user rights. There are three option, admin, manager and user. Learn more about user rights below.
Organisation user rights
|See assigned Sites||✓||✓||✓|
|Create new site|
|Manage users in organisation|
|See any site even if not assigned||⤬||⤬||✓|
|Add global resources||⤬||⤬||✓|
The person will receive an email that will contain a link to where they can accept your invite and create an account.
The dashboard will show all users in your organization. You will be able to also see when users last logged into the app (mobile or web app). You can manage user rights and delete a user if they no longer works with on your organization.
For team members with the user rights of manager or user, you will need to need to give them access to a site. To do so, follow these steps.
- Select a site/project
- Click on the “team” tab in the left menu
- Click on “add” button in the bottom right of the screen to add the person you just invite.
- Give the person a role on this site. It can either be a supervisor, member or viewer.
Site User Rights
All team members you invite will be given a user right. The table below will show what each user can do.
|See own events||✓||✓||⤬|
|Create new events|
|Edit/delete own event (before approval)|
|See assigned task||✓||✓||⤬|
|See all events||⤬||✓||✓|
|See all task||⤬||✓||✓|
|Approve / Reject an event (reject event with a comment)||⤬||✓||⤬|
|Add resources in event form (labours, equipment, materials, tags, contractors)|
|Edit/delete any event before approval||⤬||✓||⤬|
|Edit/delete any event after approval||⤬||⤬||⤬|
The ability for an Admin or Manager to edit a member’s diary entry. There will be a history of the date it was edited and who edited it. Note: Manager only can edit a diary entry before it’s been approved.
Deleting a user from the organisation
Go the organisation list and click on the pencil icon.
Then click on “Users & Subscription” on the left menu
You will see an “X” on the far right-hand side of the user. Click on the “X” to delete the user.
If you can’t see the “X”, click to collapse the left menu at the bottom left of the screen.