Add Users

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Add co-workers, clients, or supervisors so they can capture information or simply visualize the progress from web and app.

Learn how to control each user’s roles to limit what they can view and edit.

Add Users


  • Enter the Side Menu, at the top left on the 3 points.
  • Go into Active Organization
  • Select the Organization you want to add the user to.
  • Click Add User at the bottom of the view and follow the steps.


  • Enter the Members tab in the side menu.
  • Write the email of the person you want to add to your Organization.

In both cases, if the user already has an account in, they just refresh their view to see the new Organization to which they were invited.

If he didn’t have an account already in, he will receive an email to set his password. He should keep an eye on this email so he can login, otherwise he must re-set his password here ( Reset Password ).

Define Roles

There are different types of roles to control the level of access to your Organization’s information. You can control what a user can view or write and edit.

Here’s the description of the roles you can assign to your collaborators in order of highest to lowest access level.


Automatically assigned to the primary user,owner of the Organization.

Owner is the highest role, with all permissions and control over the account to add/remove users, edit information, manage subscriptions and change payment methods. No one can remove him.


Has the same access as the Owner role. He can view and edit everything and add users.

This user can be removed by the Owner or another Administrator.
🔴 Has no access to account details, payment methods, or subscription.


Can view and edit all the information in an Organization.

The Owner or Administrator can control whether the user can only see the logs assigned to him or created by him
allow him to see all logs in the Organization.

🔴 No access to modify users or account details.


Can only see all information of the Organization.

🔴 Can not edit or write logs.
Can’t modify users or account details.


The most flexible role, you can limit the user based on Projects/Categories or Tags,just See or See and Write and limit it to their records or all of them.

🔴 No access to modify users or account details.

Here are some examples.

  • Limit Alisson to only See and Write the records associated with or created by him in Projects: “A” and “F”

  • Limit Alisson to only See the records associated with or written by him in Projects : “A” and “F”.

By defining that a user can only view his own logs in any of the roles mentioned, it means that they can view records that they created or where he is assigned to.