Manage Users
      Back to home
      1. SiteLine Help Center
      2. Users
      3. Manage Users

      User Management in SiteLine

      Learn how to add, edit, or remove users in SiteLine.

      SiteLine administrators can add unlimited users to a facility.  There are two ways to add users to SiteLine: Add individual Users in SiteLine, Upload a list of users.

      This article also explains how to:

      Add Individual Users in SiteLine

      Use this option when you need to add a small number of users.  To begin, open the User Management module from the left Navigation Panel and click the Add Company button.

      Note: Users must be linked to a company in SiteLine, so it is best to add Companies first.  You can skip down to Add User if you have already added companies.

        • Fill in the form with the company name, choose a company type from the list and enter the information for one, or more, offices.  Click Create.
        • Add Users - Click the Manage Users tab and then click the Add Users button.

        • Fill in the form with the user's email address, choose a job title from the list, select the company and office.   
        • If you have more than one warranty project active and you want to limit a user's access to a single project, uncheck the All Projects button and make sure that only the project they will access is checked.
        • Finally, choose the Permission Level for the user:
          • Viewer - read-only permissions for those who may want to view warranty tickets, i.e. Architects or Vendors
          • Limited Collaborator - Can view and update tickets assigned to them
          • Collaborator - Can view and add tickets and manage users
          • Editor - All collaborator permissions, plus can assign a trade partner, edit ticket status and delete tickets
          • Administrator - All Editor permissions, plus can view ticket insights 
        • Click "Add" to create the new SiteLine user.  
        New users will receive an invitation to create a SiteLine user account.  Existing users will receive a notification that they have been added to a new project. They will have access the next time they log in. 

        Upload a List of Users

        Import a list of users when you want to add a group of users all at once.  You can create new companies in addition to new users when you upload a list.
        Do not include existing users on your import list - simply update their permissions to add them to your project.

        Follow these 4 basic steps:

        • Download Sample Spreadsheet
          • From the Manage Users tab in the User Management module, click Import Users and then click on Download Sample Spreadsheet.  SiteLine will download the add_users_sample.xlsx file to your downloads folder.


        Fill in the User List 

        • Open the spreadsheet file and click on the first tab: Company and User.  For each new user, provide the required fields (red column headings in the spreadsheet indicate the required fields). 
          • Company Name
          • Company Type (options provided as a drop down menu in the cell),
          • Office Name (give the office a name that will identify it if there are multiple offices)
          • Office Address (full postal address),
          • User's Email  
          • User's Job Title (options provided as a drop down menu in the cell), and 
          • Permission Level (options provided as a drop down menu in the cell)
        Though not required, the optional fields of  Division, Office Phone Number, and User's Name help improve the company and user's details at time of invitation. Format office phone numbers to be 10 numbers without any parentheses, dashes, or spaces.   Ex: 5104741450
        •  Save the spreadsheet file on your hard drive.
        • Upload & Preview
          • Select the Project that the users will have access to.  Select again to confirm the project.
          • Click Choose File and select the spreadsheet you saved.
          • Click Upload & Preview
          • SiteLine will review the user list to make sure the information is complete and formatted correctly. If any errors exist, SiteLine will highlight them.  Cancel the import, fix the errors in the spreadsheet and upload again.
          • If SiteLine does not find any errors and the information looks correct in the preview window, click he Import button.  SiteLine will create the new users and send you an email with a summary of the companies, offices, and users that were imported. 
        Each new user will receive an email invitation to create their SiteLine user account. 

        For Single-Sign-On (SSO) accounts, new users will receive an invitation email with a link that initiates the SSO flow.  The link redirects to their company login page. On successful authentication, it redirects back to the user’s SiteLine landing page.

        See Single Sign On  for details.  

         

        Re-Invite a User

        If a user does not receive an email invitation email, you can return to the Manager Users tab and click the Re-Invite User link.

        SiteLine will resend the invitation to the user, which they can use to set up their account and begin using SiteLine. 

        Edit User's Access

        If responsibilities change or users move on to new opportunities, it is easy to manage access to projects SiteLine. Follow the below steps to edit a user's Role, Company, and SiteLine Access. 

        • Click the EDIT button for user to be updated.

        • Update the fields and click the Update button.

        Remove User's Access

        If responsibilities change or users move on to new opportunities, it is easy to remove access to projects SiteLine. 

        • On the Manage Users tab,  select the user you want to remove and click the REMOVE button - this will remove users from the project