Integrators - Giving Customers Access to SiteOwl

Integrators - Giving Customers Access to SiteOwl

Common Scenarios for CustomerAccount Access

Giving your customers 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 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 to view a Design Project and see what you have planned
  • All device and task information
  • Project details (resources, files, etc.)
  • Project parts list
  • Project reports
Allow the customer to see current status of the installation
  • All device and task information
  • Installation progress
  • Project details (resources, files, etc.)
  • Project parts list
  • Project reports

To provide customers 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 all projects in a customer’s Account

  1. Navigate to the customer’s Account
  2. Select Settings in the left menu
  3. Select the Users tab
  4. Click the Invite User button to add Account Users
  5. Enter the user(s) email address(es) in the Add Users section
  6. In the Project Role section, select the View Only option
  7. If Live Sites is enabled for the customer, in the Live Sites section, select the Technician role (this will limit their Live Site access to only the information you’ve explicitly allowed)
  8. 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.

Providing view-only access to selected projects in the customer’s account

  1. Navigate to the customer’s Account
  2. Select Settings in the left menu
  3. Select the Users tab
  4. Click the Invite User button to add Account Users
  5. Enter the user(s) email address(es) in the Add Users section
  6. In the Project Role section, select the Technician option (this will allow you to choose which projects they can access)
  7. If Live Sites is enabled for the customer, in the Live Sites section, select the Technician role (this will limit their Live Site access to only the information you’ve explicitly allowed)
  8. Click the Invite button
  9. Select the newly added user in the listing
  10. Select the Projects tab
  11. Click the Add Projects button
  12. Select the projects that you want the user to view
  13. In the Access Level section, select the View Project option
  14. Click the Add Project(s) button
  15. 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 to view installed devices and their operational status as a living digital as-built.
  • View all Live Site device information for all plans
  • View all ticket information

To provide customer Accounts access to view but not edit Live Site devices, follow these steps:
  1. Navigate to the customer’s Account
  2. Select Settings in the left menu
  3. Select the Users tab
  4. Click the Invite User button to add Account Users
  5. Enter the user(s) email address(es) in the Add Users section
  6. In the Project Role section, select the Technician option (this will allow you to choose which projects they can access)
  7. If Live Sites is enabled for the customer, in the Live Sites section, select the Technician role (this will limit their Live Site access to only the information you’ve explicitly allowed)
  8. 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.

3. Manage Live Site Devices

Reason

Access Level

Allow the customer to add, edit and archive devices (best for customers who are more technically inclined)
  • Manage all Live Site devices
  • Manage all tickets

To provide customers access to view, but not edit, Live Site devices, follow these steps:
  1. Navigate to the customer’s Account
  2. Select Settings in the left menu
  3. Select the Users tab
  4. Click the Invite User button to add Account Users
  5. Enter the user(s) email address(es) in the Add Users section
  6. In the Project Role section, select the Technician option (this will allow you to choose which projects they can access)
  7. In the Live Sites section, select the Agent option
  8. 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.

4. Manage Service Tickets

Reason

Access Level

Allow the customer to create and manage tickets
  • Manage all Live Site devices
  • Manage all tickets

To provide customers access to view, but not edit, Live Site devices, follow these steps:
  1. Navigate to the customer’s Account
  2. Select Settings in the left menu
  3. Select the Users tab
  4. Click the Invite User button to add Account Users
  5. Enter the user(s) email address(es) in the Add Users section
  6. In the Project Role section, select the Technician option (this will allow you to choose which projects they can access)
  7. In the Live Sites section, select the Agent option
  8. 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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