> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://projectfusion.crisp.help/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# How To Add Users

## 
### 🔐 Required Permissions: **Manager**


| 📌 Each Site in Projectfusion acts as a secure data room or collaboration space, and user access is controlled per site.




🎥 How-To Video
[(Click here for a visual walk-through)](https://vimeo.com/630210749)


### ✉️ Invite a User
1. Click the **Invite User** button (👤 icon)
2. Fill in the user's **name** and **email address**
3. Click **Add**
![](https://storage.crisp.chat/users/helpdesk/website/-/2/e/0/9/2e09850730579800/image_kiqv9c.png)

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

![](https://storage.crisp.chat/users/helpdesk/website/-/2/e/0/9/2e09850730579800/image_1h5lc8c.png)


📬 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