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Answers
Invites
Choose the right invited user type
Use department users for department-linked work, auditors for audit-only access, head office users for broader oversight, and maintenance users for maintenance work.
Updated 2026-08-07
Answer
To invite a user, open your Dashboard and select the Users tab.
From the Users tab, choose the type of user you want to invite and enter their details.
You can invite four types of user: Department User, Auditor, Head Office User, and Maintenance User.
A common problem is inviting someone as an auditor when they should be a department user.
Department users are better for department-linked actions and day-to-day dashboard work.
Auditors should mainly be used for audits shared with them.
Head office users are intended for wider access across the main account and linked sites.
Maintenance users are intended for maintenance issues and maintenance-related tasks.
If someone needs department actions rather than audit-only access, Department user is usually the better fit.
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