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Add users to the company

This guide shows you how to add new users to the company in the app and on the web. You must be a company administrator to follow this guide.

Written by Thim Smedbrant

When should I use this guide?

  • When you want to add a colleague who is not yet a user in the company.

  • When you want to invite a new company user in the app or add them on the web.

This guide covers company membership. Adding an existing company user to a team, place or project is a separate task.

Requirements

  • You are logged in to the correct company in Infobric Equipment.

  • You are a company administrator. This guide covers the steps for this role.

  • You have your colleague's first name, last name and email address or phone number.

How to do it

In the app

  1. Tap Menu in the bottom right corner.

  2. Tap Users.

  3. Tap the plus sign in the bottom right corner.

  4. Tap Invite colleague.

  5. Enter your colleague's email address in Email or phone number in Phone.

  6. Fill in or check First name and Last name.

  7. Enable Company administrator if your colleague should be a company administrator. Otherwise, leave the switch off.

  8. Tap Invite user.

If Is this email correct? appears, check the address and tap OK if it is correct. Tap Cancel if you need to correct it.

Once the invitation is complete, the person has been added as a user in the company.

On the web

  1. Go to Admin → Users → Company.

  2. Click Create company user.

  3. Fill in First name and Last name.

  4. Enter Email or Mobile number. You can enter both, but at least one contact detail is required.

  5. Click Create company user.

When a new user has been created and added to the company, their user page opens. The new user does not have company administrator permissions. These permissions are changed separately afterwards.

If the person already has an account

An existing Infobric Equipment account is not the same as membership in your company. If a dialog about an existing user appears and the Add button is available, click it to add the person to the company. Do not create a new account with different contact details just to bypass the message.

If it does not work

First, check that:

  • you are logged in to the correct company and are a company administrator,

  • you have entered a first name and last name,

  • you have entered a valid email address or phone number,

  • the person is not already a user in the company.

If the user already belongs to the company

Use the existing company user instead of adding the person again. The app may display This user already exists in the company.

If the person has an account but does not belong to the company

On the web, a dialog about the existing user may appear. Use Add if the button is available. Otherwise, follow the message in the dialog.

Tips!

  • Ask your colleague for the correct contact details before you start. Do not replace an existing account with a new account for the same person.

  • Only grant company administrator permissions to people who need to administer the company.

  • Company membership is separate from membership in teams, places and projects. Add those memberships separately when needed.

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