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Live3 · How-to guides

Add a user to an organization

Invite someone to your organization, give them a role, and grant station access.

Goal: by the end, a new person can sign in to Live3, with the right role and access to the stations they need.

Everything happens on the Organization page (account menu, top right): the Members tab to invite them and set a role, then station access.

Before you start

  • You need to be an Owner of the organization. The Organization link in the account menu is shown to Owners only.
  • Have the person's email address ready.
  • Know which role and which stations they should have.

Steps

  1. 1

    Invite the user. Open Organization in the account menu (top right), go to the Members tab and click Invite User. Enter their name and email address.

  2. 2

    Pick a role and send. Choose their role in the same form (for example Owner / Asset Manager or Technician), then click Send Invite. They'll receive an email with a link to set up their account. The role decides what they're allowed to do; see Users, roles & permissions for what each one can do.

  3. 3

    Grant station access. On the Members tab, open the new member and use their Station access tab to add each station they need. (You can also do it from the station's side, on the Stations tab.) A user only sees the stations they've been granted.

    Granting access to lots of users for one station? See Assign a station to a user.

Result

The user appears on the Members tab with the role you set. Once they accept the invitation email and sign in, they'll see exactly the stations you granted — and nothing else.