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How do I invite other users?

How to invite teammates to your SiteDNA account, set their permissions, and resend or remove invites.

Written by Michelle Ennis

You can invite teammates to your SiteDNA account from the web app. Inviting is done in Company Settings, and you'll set each person's permission level as you go. Inviting users isn't available on mobile, so log in on the web to do this.

Steps

  1. Log in to the SiteDNA web app.

  2. Go to Company Settings > Users.

  3. Click Invite users.

  4. Enter the email addresses of the people you want to invite. Separate multiple emails by pressing Enter or adding a comma between them.

  5. Choose a permission level under User permissions. For a breakdown of what each level can do, see What can each user role do?.

  6. Click Send invites.

[Screenshot: Invite users dialog with the email field and User permissions dropdown]

Each person receives an invite email with a link to join. Once they accept, they'll appear in your Users list.

Change someone's permission level

You can adjust a person's permission level anytime from the Users list. Use the Role dropdown next to their name to change it.

Resend, remove, or deactivate a user

Click the three dots next to a person's name in the Users list. The options depend on their status:

  • If their status is Invited (they haven't accepted yet), you can Resend invite if the email didn't arrive, or Delete the user to remove the pending invite entirely.

  • If their status is Active (they've accepted and logged in), you can Deactivate the user to revoke their access.

Good to know

  • New users show as Invited in the Users list until they accept. Once they log in, their status updates.


Still need help? Chat with us using the support icon and we'll help you out.

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