Common Scenarios for Account Access
Giving your customers or stakeholders direct access to the information and features available in SiteOwl can reduce the effort required to share information and thereby improve the overall experience. In this article, we'll review the common scenarios in which you might provide customers or stakeholders with access to information in SiteOwl, and the steps to enable that access.
1. View Installation and Design Projects
Reason | Access Level |
|---|---|
Allow the customer or stakeholder to view a Design Project and see what you have planned |
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Allow the customer or stakeholder to see current status of the installation |
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To provide customers or stakeholders access to view but not edit projects, first determine if you wish to allow access to all projects or only to selected projects, then follow the steps accordingly:
Providing view-only access to selected projects in the Account
- Navigate to the correct Account
- Select Settings in the left menu
- Select the Users tab
- Click the Invite User button to add Account Users
- Enter the user(s) email address(es) in the Add Users section
- In the Project Role section, select the View-only option (this will allow you to choose which projects they can access)
- If Live Sites is enabled for the customer, in the Live Sites section, select the View-Only role (this will limit their Live Site access to only the information you’ve explicitly allowed)
- Click the Invite button
- Select the newly added user in the listing
- Select the Projects tab
- Click the Add Projects button
- Select the projects that you want the user to view
- In the Access Level section, select the View Project option
- Click the Add Project(s) button
- Repeat Steps 9-14 for each user you wish to provide access
The Account User(s) will receive a SiteOwl invitation email which will instruct them on how to activate their User account. They will also receive an email regarding the projects they’ve been granted access to view.
2. View Live Site Devices
Reason | Access Level |
|---|---|
Allow the customer or stakeholder to view installed devices and their operational status as a living digital as-built. |
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To provide customer Accounts access to view but not edit Live Site devices, follow these steps:
- Navigate to the customer’s Account
- Select Settings in the left menu
- Select the Users tab
- Click the Invite User button to add Account Users
- Enter the user(s) email address(es) in the Add Users section
- In the Project Role section, select the View-only option (this will allow you to choose which projects they can access)
- In the Live Sites section, select the View-only role (this will limit their Live Site access to only the information you’ve explicitly allowed)
- Click the Invite button
The Account User(s) will receive a SiteOwl invitation email which will instruct them on how to activate their User account.
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