Invite your team

Each person gets their own sign-in, so the audit log shows who did what. Only admins can invite people.

How to invite someone

1. 1Step 1: Open Users & access from the menu.
2. 2Step 2: Under Add a person, enter their Name and Email.
3. 3Step 3: Choose a Role: the admin role (Administrator) or the team role (team member). Builders and other businesses choose one of six roles; the hint under each says what it can do.
4. 4Step 4: For a project or site manager or a gate user, tick Their sites. Everyone else sees every site.
5. 5Step 5: Select Send invitation.

What happens next

• They get an email: you've given them access, with a link to choose their password. It works once, for 7 days, on your organisation's own address.
• They choose their name and password (which also confirms their email), accept the terms, and set up two-step sign-in if your organisation requires it.
• Until then they're under Invitations with Invited · until the date. Select Cancel to withdraw one. An expired one shows Expired: add the person again.
• Once they've chosen a password they appear in the list with their role, two-step status and Last signed in.

Change someone's role

Builders and businesses: select Change role next to the person, choose the Role and their Sites, then Save role. It applies from their next click. In other kinds of organisation, add the person again with the other role or ask us.

Common questions

• They say they already have an iComply account. One email address belongs to one account. They're told to ask you to use a different address; you see the invitation as usual.
• Why can't I choose Gate user or Panel coordinator? Those roles need the front desk and vetting packs on.
• Can I invite someone outside my organisation to look at our records? Use client viewers and auditors (Audit & Quality). See Audits, client access and integrations.

Limits

• Invitation links: one use, 7 days.
• Your own email must be confirmed before you can invite contractors or volunteers.