Correcting User Accounts (Headquarters Users vs Account Users)
Overview
Only users with Administrator level access can perform the following actions.
The training course, SiteOwl Administration, outlines the two ways in which users should be created in the system. Determining which method depends upon the type of user - whether a Headquarters User or an Account User. Understanding the difference and choosing the correct method will ensure each user has the appropriate access to Account information and it will make assignment of users to Projects and Live Sites more efficient. The table below will help you determine the type of user and the method to follow.
Headquarters User | Account User |
The user is your employee and not a Subcontractor. | The user is not your employee. The users is a Subcontractor. The user is an employee of the Account (an end user). |
If you find that you've created a user incorrectly, for example, an employee was created as an Account User rather than a Headquarters User, follow the steps below to correct it.
Change from an Account User to a Headquarters User
Invite the user to your Headquarters:
1) From the Headquarters at the top center of the screen, select the Headquarters Users option on the left menu bar to view a list of all Headquarters Users.
2) Click the + Invite User button.
3) Enter the email address of the user you wish to add to your Headquarters and assign the appropriate Role. If you're unsure which Role to assign or how to control a user's access in SiteOwl, refer to: Selecting the Correct SiteOwl Role.
4) Click the Invite button to complete the process.
The user will receive an email indicating they have been invited to join your Headquarters which includes a link to Accept the invitation. Clicking the link will take them to their Profile in SiteOwl where they must click the Accept button to complete the process.
2) Click the + Invite User button.
3) Enter the email address of the user you wish to add to your Headquarters and assign the appropriate Role. If you're unsure which Role to assign or how to control a user's access in SiteOwl, refer to: Selecting the Correct SiteOwl Role.
4) Click the Invite button to complete the process.
The user will receive an email indicating they have been invited to join your Headquarters which includes a link to Accept the invitation. Clicking the link will take them to their Profile in SiteOwl where they must click the Accept button to complete the process.
If the user did not activate their user account by responding to the initial Welcome to SiteOwl email, their email address will appear in parenthesis in the Headquarters Users list. To activate their account, the user can simply click the Forgot Password link on the login screen and follow the instructions to set their password. Once activated, they can proceed.
Change from a Headquarters User to an Account User
Step 1: Remove the user from your Headquarters:
1) From the Headquarters at the top center of the screen, select the Headquarters Users option on the left menu bar to view a list of all Headquarters Users.
2) Locate the user in the list and click the red trash can icon to remove the user from your Headquarters.
The user will receive an email indicating they have been removed from your Headquarters.
2) Locate the user in the list and click the red trash can icon to remove the user from your Headquarters.
The user will receive an email indicating they have been removed from your Headquarters.
NOTE: This action will also remove the user from any Accounts (including Projects and Live Sites) to which they were previously assigned. To re-assign the user to the appropriate Accounts, Projects and Live Sites, follow Step 2 below for each Account as needed.
Step 2: Invite the user to an Account:
1) From the Headquarters at the top center of the screen, select the Account.
2) Select the Settings menu option on the left menu bar to view a list of all Associated Users.
3) Click the + Invite User button.
4) Click on or type the email address of the user you wish to add to the Account and select the appropriate role.
5) Click the Invite button to complete the process.
6) Repeat these steps for each Account the user will access.
The user will receive an email notification indicating they have been added to the Account(s).
Step 2: Invite the user to an Account:
1) From the Headquarters at the top center of the screen, select the Account.
2) Select the Settings menu option on the left menu bar to view a list of all Associated Users.
3) Click the + Invite User button.
4) Click on or type the email address of the user you wish to add to the Account and select the appropriate role.
5) Click the Invite button to complete the process.
6) Repeat these steps for each Account the user will access.
The user will receive an email notification indicating they have been added to the Account(s).
Depending upon the role assigned to the user, you may need to also assign the specific Projects and Live Sites they can access.
For details on adding a user to an Account, and assigning Projects and Live Sites, see Managing Headquarters Users.
Unsure which Role to assign or how to control a user's access in SiteOwl? See Selecting the Correct SiteOwl Role.
Related Articles
Managing Headquarters Users
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. For help adding and managing your Account Users ...Creating New Accounts
If you're a Headquarters Administrator, you have the ability to create new Accounts. Select Headquarters at the top center of the screen Go to Accounts in the left menu bar Click the + Create Accounts button Enter the Account name and, optionally, ...Removing a User
Overview This article describes the steps to remove a User from your Integrator Account. Note that you must have Integrator Administrator access to perform this action. Remove a User from your Integrator Account From the Headquarters at the top ...Selecting the Correct SiteOwl User Roles
Overview This guide provides detailed information about SiteOwl User Roles and recommendations for the best roles to assign to common user types. Since every SiteOwl Headquarters is unique, some of these recommendations may not apply to your ...Managing Subcontractors and Non-Employee Users
What's in this Article? Steps for adding and configuring subcontractors and other type of non-employee users. These users are typically not your direct employees. For help adding and managing your Headquarters Users (direct employees), see: Managing ...