Add/Edit Users

Guide to Adding and Setting Up Users for Each Project

Follow the steps below to add or configure users for a project using the Onsite Web Dashboard:

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1. Log in to the Project

Ensure you are logged into the correct project using the Web Dashboard of the Onsite system.

2. Verify Project Admin Privileges

You must have "Project Admin" privileges to access the Setup menu on the left-hand side of the dashboard.

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3. Navigate to the Users Section

• Click on the Setup menu.
• Under the Setup menu, select Users.

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4. Add a New User

Click the ADD USERS button located in the top-right corner of the Users interface. You have three options to add user details:

A. Add Manually via the Web Interface

• Click on Add New User under the ADD USERS menu.
• Fill in the required user details, including the Role (refer to the role descriptions in the Notes section).
• Click Create to finalize.

B. Import from the Company Library

• Select Import From Company Library under the ADD USERS menu.
• Choose the user you want to import or "clone" from the list displayed.
• Edit any necessary details for the new user.
• Click Import to confirm.

C. Import from Excel

• Select Import From Excel under the ADD USERS menu.
• Download the Excel Template by clicking on Download Template Excel.
• Upload your completed Excel file by selecting the folder/browse icon, choosing the file from your computer, and clicking Submit.

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5. Edit a User

• Locate the user you want to edit and click the Edit button next to their name.
• If the user is disabled at the company level, you will receive a notification, and editing will not be possible.
• If enabled, you will be redirected to an edit form where you can update user details.

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6. Password Management

• In the edit form, you can:
  • Reset the user’s password.
  • Modify the current password.
  • Send the password via email by clicking the Email Password button.

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7. Edit User Permissions

• Click the Permissions button  next to the relevant team.
• A form displaying all team permissions will open.
• You can:
  • Adjust the user’s role for individual teams.
  • Apply the same role across all teams using the Apply to All button.

Permission Settings:

• Inherited Permissions: The user inherits permissions from the team they belong to (indicated by a label on the top right).
• Custom Permissions: The user’s permissions differ from their team, and you will see a Reset to Team Permissions option on the top right .

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Notes on User Roles

Default User Roles:

1. No Access:
   • Users with this role cannot access the system.
2. Viewer:
   • Allows viewing of plans and issues. Typically assigned to teams with a Viewer role.
3. Fix:
   • For subcontractor teams. Users can view and update issues assigned to them.
4. Rectify:
   • For main contractor teams. Users can add issues and assign them to subcontractors.
   • If CCOI is enabled, users can close the issues they assign.
5. Verify/Close:
   • For consultancy teams. Users can add, view, update, and close issues assigned to contractors and subcontractors.
   • Can only verify issues created by clients or individual clients.
6. Client:
   • For client representative teams (developers). Users can add, update, and close issues they assign.
   • Can only view issues created by their team.
7. Client/Individual:
   • For single users with a Tenant team role. They can view only the issues they create themselves.