2 min read · Updated
Inviting Members
LogicSite is built for teams. Whether you're managing a crew of two or coordinating across multiple offices and subcontractors, inviting the right people into your workspace is the first step to effective collaboration.
Sending Invitations
Navigate to your Team section from the sidebar.
Click Invite Member.
Enter the person's email address and select their role.
Send the invitation. They'll receive an email with a link to join your organization.
Invited members receive an email with instructions to create their account (or sign in if they already have one). They'll automatically be added to your organization once they accept.
Who to Invite
Think about everyone involved in your security projects:
- Project managers — Need full visibility and control over projects
- Field technicians — Need access to floor plans, device details, and service requests
- Designers — Work on floor plan layouts and device placement
- Company administrators — Manage the organization, team, and settings
- Stakeholders — May need view-only access to project status and reports
Managing Your Team
Your team list shows all members of your organization along with their role, status, and last activity. From here you can:
- View member profiles
- Update roles as responsibilities change
- Remove members who are no longer part of the team
Best Practices
- Invite early — Get your team set up before projects kick off so everyone has access from day one
- Assign appropriate roles — Give people the access level they need, not more (see Roles & Permissions)
- Use work emails — Encourage team members to use company email addresses for consistency