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How to invite users?

Invite team mates to collaborate on your properties or invite clients to showcase your services. 

When inviting a user to SiteRecon, you’ll use their email ID to grant access to property data. Based on their responsibilities, you can assign them either:

  • Restricted access – allows users to view data but not make any changes.
  • Complete access – allows users to both view and modify data. 

 

To invite a user:

  1. Click the invite icon on your property dashboard to invite another user (admin, creator, or viewer).
  2. Enter one or more email addresses, separated by commas.
  3. Choose a role for each user: Admin, Creator, or Viewer. (You can find information about the access and restrictions for each role on the page.)
  4. Set data access permissions under the "Data Access" section—choose whether they can access all properties or only those they’re invited to.
  5. Click "Send Invite" to complete the process.
Screenshot 2024-12-25 at 12.58.31 PM.png
  • As an inviter, you can also provide your organization's code for them to paste into their invitation pop-up conveniently.
Screenshot 2024-12-25 at 1.05.27 PM.png
 
Your teammates are ready to join in and collaborate with you!