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Managing Headquarters Users

Su Subburaj
Su Subburaj
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As a Headquarters Administrator or Coordinator, you have the ability to manage your Headquarters Users (your employees) who'll work in SiteOwl and give them access to selected Accounts and Projects.

As a Headquarters Administrator or Coordinator, you have the ability to manage your Headquarters Users (your employees) who'll work in SiteOwl and give them access to selected Accounts and Projects.

Viewing Headquarters Users

  1. Select your Headquarters at the top center of the screen.
  2. Select Headquarters Users on the left navigation bar to view a list of Headquarters Users.

Inviting a New User to your Headquarters

  1. Click the + Invite User button. 
  2. Enter the email address of the user, or set of users, you wish to add and assign the appropriate Headquarters Role based on the work they will perform.
  3. Click the Invite button.
  4. The user(s) will receive an email notifying them that they have been added to the Headquarters with instructions for activating their account. Activation must be completed within 24 hours.

Adding a User to an Account 

  1. From the Headquarters, select the Account from the drop-down list to be taken to the Account's Dashboard.
  2. From the Account's Dashboard, select the Settings menu option. 
  3. Click the Users tab to see a list of all users currently associated with the Account. Then click the + Invite User button to add a user to the Account. 
  4. Choose from a list of existing Headquarters Users or enter the email address(es) of the user(s) to be invited.
  5. Next, assign the appropriate Project Role and Live Site Role you wish the user(s) to have for this Account.
  6. Click the Invite button to complete the process. The user will receive an email letting them know they've been given access to the Account.
  7. Once added, you can edit the user's Project Role or Live Site Role by clicking the edit icon, or remove this user's access to an Account by clicking the trash can icon.

Adding a Project to a User

  1. From the Headquarters, select the Headquarters Users menu option.
  2. Select the user by clicking their name in the list.
  3. Click the Projects tab to show a list of the user's Associated Projects.
  4. If the Project is not already listed, click the + Add Project button.
  5. Select from the list of available Accounts, then select the Project. Note: If you do not find the Account you're looking for in the list, you must first give the user access by adding them to the Account.
  6. Click the Add Project(s) button to complete the process. The user will receive an email letting them know they've been given access to the Account's Project(s).
  7. You can remove the user's access to a Project by clicking the trash can icon. 

Adding a Live Site to a User

If you license SiteOwl Live, to manage Live Sites and their Device, you will also need to assign Sites to users, just as you've learned to assign Projects. 
  1. After selecting the user, click their Sites tab, then click the + Add Sites button
  2. Select from the list of available Accounts, then select the Site(s) to assign. Note: If you do not find the Account you're looking for in the list, you must first give the user access by adding them to the Account.
  3. Click the Add Site(s) button to complete the process. 
 
 

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