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Inviting members to a company

How to invite members in the Safepoint Web Portal

James Rogers avatar
Written by James Rogers
Updated over 2 weeks ago

Note: Only Company Owners and Admins can invite members to the company.

Company members are usually the people working at a given company. These users need to be invited to a company first and they can then be allocated into teams.

Web Portal

  1. Make sure you are logged into the Web Portal

  2. Click 'Settings' in the left hand side bar

  3. Click 'Members'

  4. Click 'Invite Members' in the upper left had corner of the screen

  5. Enter the emails in the text box
    ​Note: Separate multiple emails with a comma

  6. Choose a company role. Select one of the following

    1. Admin - Can manage users (except the Owner), configure teams, billing, and settings but cannot transfer ownership.

    2. Billing - Can manage subscription and billing details but can not manage users, teams or other administrative settings.)

    3. Member - Has access to general Safepoint features but cannot manage users, teams, billing, or settings.

  7. Optionally assign a license

  8. Optionally assign them to a team

  9. If you are assigning the users to a team, you'll need to set their team roles:

    1. Team Admin - Can manage team settings, add and remove members. Can also view tasks and alerts, however this needs a license.

    2. Guardian - Monitors and responds to alerts. Has access to real-time location data, incident management tools, and can view all tasks for the team. Requires a license.

    3. Member Only - Can create tasks and raise alerts but can only see their own tasks. Cannot manage team settings or respond to others alerts. Requires a license.

  10. Now click 'Send Invite'

The invited members will receive an invitation email with details on how to create their Safepoint account.

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