How do I add new people to my project?

If you are an admin, you are able to add new users to your projects directly, if not you can invite a colleague.

1. Click on your initials in the top right hand corner of the screen, then select Manage users from the dropdown menu.
   
   
   
   
   
2. In the user management dashboard that appears, click the yellow button 'Add new user'.
   
   
   
   
3. In the pop-up window that appears, enter the new users details.
   

   1. Name: User's full name

   2. Email: User's email address

   3. Job role: User's job function

   4. Access level: The specified level of access for the user you are adding:

      • User admin: Has access to all sites, and can add new users and manage other user access
      • User: General user who can view selected sites and use all product features except user management

      • Visitor: Limited access user. Cannot see issues, and can be assigned to a defined site segment using Groups

   5. Sites: Select sites the user can access
4. Finally, click 'Add new user' to confirm the details and issue the new user invitation.
   
   
   
   
5. The new user has now been invited to Oculo. They will receive an invitation to their registered email address, and need to click the link to activate and set their account password. 
   
   

Last Updated: 02/08/22