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How to Add a User to the Site App

All you need to know when wanting to add a new user to your Site App.

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Written by Rebecca Thomas
Updated over a year ago

NOTE: The person adding a new user MUST be have a Manager role for the site that they are trying to add a user too.

Step 1: Click on the menu bar, under "Admin", click "Users"

Step 2: Click on the green plus button

Step 3: Fill in the input boxes with valid answers

  • Under the "Name" field put in the new user's first and last name.

  • Under the "Email" field put in the new user's email that they will be using to access M2X.

  • From the"Role" dropdown select the corresponding role of the new user.

Each "Role" has a different view of the Site App

Manager: Can view the Management, Task and Admin tabs.

Office Staff: Can view the Management tab.

Floor Staff: Can view the Task tab.

  • Press the "Add" button to add the user.

Once added, the new user will appear in the user tab like like this:

NOTE: When you click the "Add" button it does not send an invitation link to the newly created user's email. The user will need to log in.

Step 4: Accessing the New User Account

NOTE: Step 4 can vary for each corporate.

  • It will then ask the new user to log in:

NOTE: The first password entered will be the ongoing password for the user's account.

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