Invite a team member
Add coworkers and set what they can access.
- 1Open Settings from the sidebar.
- 2In the Team section, invite a member by email and choose their role.
- 3They receive an invite; once they log in they join your company automatically.
The screen tells you whether the email actually left. If it could not be sent you get the reason instead of a tick, and the contact is not marked invited - so "Invited" always means somebody was really told.
IF THE INVITE EMAIL DOES NOT ARRIVE. Every pending invite has a "Copy link" button next to it. Copy that and send it however you like - your own email, a text, a chat. It does the same thing the emailed link does: takes them to set a password and join your company.
That link signs the person in, so treat it like a password - send it to the person it is for and nobody else.
Roles set sensible defaults, and you can fine-tune each person's permissions per screen.
THERE ARE TWO WAYS IN, AND ONLY ONE OF THEM WAITS FOR APPROVAL. Somebody who finds SyteNav and asks for access joins a waitlist, and we approve them before they can create anything. Somebody YOU invite does not wait for us - your invite is the approval, because you already know who they are. It is why an invited person is in as soon as they set a password.
WHO CAN SEND ONE. Inviting a teammate is an admin job, the same as the rest of Team & Users. Inviting a subcontractor or supplier out of your Directory needs Directory edit, which admins and managers have - if you want a project manager to be able to, turn Directory edit on for that role in Permissions.
Only an admin can invite another admin. Anyone else inviting a teammate can hand out any role below that.
A sub or supplier you invite from the Directory gets a different email from a teammate - it explains what the login is for on their side: the jobs they are on, quoting work you send them, sending in bills, and keeping their insurance current. They are read-only on your side and always land on their own company, never inside yours.
USE THE SAME EMAIL ON THE JOB. You will often add somebody to a project team - by name and email - before they have a login. When they accept their invite, we join the two up using the email address, so use the same one in both places. That link is what a field supervisor or worker's "only the jobs I am assigned to" is built on, and it survives them changing their name later.
ADDING SOMEBODY TO ONE JOB. Open the job, tap the people icon at the top, then Add - or use Add Member on the Subs & Team tab; both open the same box. "From your team" picks a coworker who already has a login. "Not on SyteNav" takes a name, a role and, if you have them, a phone and email - they do not need an account, and anyone on the job can call them from the team list. Adding, editing and removing people on a job needs Subs & Team edit, on a job that belongs to your company.