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Add a new user to Siteline

Written by Bradley LaFave

You can easily add new team members to your company from the company settings page. From here, you can also edit the permissions of existing users, assign users to certain offices, as well as remove users altogether.

Step-by-step instructions

  1. Open the user settings page by clicking the avatar with your initials in the top right of the screen. Navigate to the Team tab. You can also visit https://app.siteline.com/settings/company/users to get to this same page.

  2. Click the Invite team member button in the upper right corner of the screen.

  3. Fill out the following information:

    1. Name

    2. Email

    3. Job title

    4. Billing deadline

    5. Permissions

    6. Projects on Siteline they have access to

  4. Click the blue Invite to Siteline button at the bottom.

  5. This will send an invitation email to the person (see below for an example email).
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    Screenshot_2023-02-09_at_2.48.58_PM.png
  6. If the email cannot be found, you can always resend the invitation by clicking the Re-invite button next to their name.

    Screenshot_2023-02-09_at_2.46.38_PM.png
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