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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 ...
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 ...
Adding Users to a Project
Once you've created a Project, you'll want to ensure that the appropriate users have access to it. Only those users with a Project Role of Manager or higher will have access to all Projects automatically. All other users must be given specific access ...
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 ...
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 ...