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Help Guides & Frequently Asked Questions

How do I invite users to my iAM organisation?

This feature is only available to account owners and administrators

Inviting a new user to iAM

  • From the account menu in the top right, go to 'Users'.  Click on the 'Invite a New User' button.
  • Enter the email address and name of the user you want to invite.
  • Choose whether they should have administrative privileges or not. Standard users can view and update the planned tasks and reactive jobs at the location(s) you select. They can manage custom assets and tasks, upload documents to the vault and update contractor's details.You are now also able to add 'reporters' who will only have the ability to report one-off jobs at the location(s) you select.
  • Choose which locations they can access (admin users will have access to all your locations).
  • Click 'Send Invite'
  • Alternatively, you can upload a .csv file with multiple users to add at once - any users uploaded via this method will be automatically added as reporter users.

The user will be sent an email with a link in it.  They should click the link and choose a password when asked.  They will now be able to access your organisation.

If the email doesn't arrive or the user fails to respond to the invite you can resend the request.  

  • On the Account Settings page locate the user in the Users list.
  • Click on the 'Edit User' button
  • Click 'Re-send invitation email' button

Inviting a user that already has an iAM account

  • Follow the instructions as above.  When you enter the email address we will tell you that the user is already on iAM.
  • Pick their permissions
  • Click 'Send Invite'

As the user already has an account and password they are automatically able to access your iAM account.  We will send them an email to inform them that you have granted them access.

Last updated by Laura Smith on May 14, 2019 09:56