How To Add Users

🔐 Required Permissions: Manager

🎥 How-To Video

(Click here for a visual walk-through)

✉️ Invite a User

1. Click the Invite User button (👤 icon)
2. Fill in the user's name and email address
3. Click Add

1. Use the dropdown to choose a User Role
2. Click INVITE

📬 The user will receive an email with:

• Their login credentials
• A link to accept the invite

They’ll be prompted to set a new password on first login.

🔄 How User Accounts Work

• ✅ All users need to login to access your site
• 🔁 Users can be members of multiple sites
• 🚫 Removing a user from one site does not delete their account
• 🔒 Site Managers cannot reset passwords or delete users (as this could affect other sites).

👶 New Users

• Account is created automatically
• They get a welcome email with a temporary password
• Must click the link to accept and set a new password

👤 Existing Users

• Will receive an invite to join the site
• No password is sent (they already have an account)
• A task also appears in their “My Tasks” dashlet

📌 Note: If removed and re-added, no new email is sent. Use "Forgotten password" on the login page to resend access.

🔁 Joining & Leaving Sites

• Users must accept invitations via email or "My Tasks"
• While pending, users are not billed
• Users can leave sites themselves at any time, losing access immediately

❓ FAQ: User Can’t Log In

1️⃣ Forgotten Password?

Go to the login page, click “Forgotten Password” — a reset email will be sent instantly.

2️⃣ Didn’t Receive Welcome Email?

• Ask them to check spam/junk
• Ask IT to whitelist: donotreply@projectfusion.com
• If needed, contact your Administrator who can :
• Set a new password from the Users menu
• Send it to the user manually

3️⃣ User Lost the Welcome Email?

Use the Forgotten Password tool (see Step 1)

4️⃣ Add Users Without Sending Invites

• Admins can add users via the Users menu
• Assign them to site groups manually
• No invite email is sent; access is immediate

5️⃣ Start Fresh

• Admin logs in → deletes the user in the Users panel
• Then, re-invite from the site
• A new welcome email with login details will be sent

Updated on: 07/07/2025