Admins and Managers can add users to projects.

When a new user is added to a project in SymTerra for the first time, they will receive a link to set up their account (first name, last name, and password) and grant them access to the project. Users will only be able to view projects to which they have been added.

Adding new users to a project

1. Make sure you’re in the correct Programme/Project

2. Select Project Tools

3. Select the Users Tab

4. Select Assign New User and enter email address

   If they are not on the system yet, SymTerra will send the invite and pending invitations will appear in italics until they accept the invite and create a SymTerra account.

   You can add existing users this way too. They will show up on the list when you type their name or email and they will be added to the project immediately.

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   For adding multiple existing users to projects - try bulk assign

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5. Assign permission level - it will be Site Team by default, you can change that later

6. If you make a mistake or add someone incorrectly, click on the red icon beside the user and simply remove them.

Video Tutorial: Adding Users (Web)

https://www.youtube.com/watch?v=VRz1QsDuSYI

Adding a user through the App:

Select the menu tab (three lines on the top left of the page).

Select Add a user to the project.

Enter the person’s email and they’ll be sent an invite from SymTerra admin.

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You can also scan a qr code to add team members to a new project. It can be found in a user profile. They have to have a SymTerra account.

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Video Tutorial: Adding Users