Inviting people from your company to join Matrak is the first step you want to take when your account is live so that they can access the project.
One of the key benefits of using Matrak is the ability to invite new users to your company, right from the website or mobile app.
In this article we'll learn:
Tip: You can use the above links to 'jump' to areas of the article you might specifically be looking to learn about. We've added a 'Back to navigation' link at each section header to quickly come back to this navigation menu.
Why should you invite more users to join your Matrak account?
Why should you invite more users to join your Matrak account? Simple – the more employees you have using the system, the more data you can gather and the better insights you'll have into the health of your construction project. Stay on top of your inventory, streamline your workflows, and reduce the risk of delays or errors.
To get started, all you need to do is enter the email address of the person you want to invite. We'll send them an email inviting them to sign up for Matrak, and they'll have instant access to each project your company is working on. From there, you can manage user access and privileges directly from the website, so you have complete control over who can see what.
.
Web Application: How to add new users to your Matrak company account
You can invite a new user to your company from the "My Company" page, which can be accessed via the sidebar menu. You can manage user access from the User Management tab.
1. To get started, simply navigate to the "My Company" page on our website via the sidebar menu. From here, you can manage all aspects of your company's user base.
2. Navigate to the "User Management" tab to add a new team member
3. To invite a new user, simply click on the "Invite new user" button located on the top right corner of the page.
4. From there, the Invite New User pop up will appear, prompting you to:
Enter your colleague's company email address
Choose their User Role
Select which projects you’d like to add them on
Update their project permissions
5. Once you've entered all the necessary information, just hit the "Send invite" button and your new team member will receive an email invitation to join your company's account within our platform.
Manage domains feature to simplify the process of inviting colleagues
To simplify the process of inviting colleagues and avoid the need for individually approving every new user, you can utilize our domain feature which automatically approves users with the same company email address.
This eliminates the need for manual approval of each individual employee who joins your company.
To add company email domains to your domain list, go to the 'Manage domains' tab on the 'My Company' page.
Add the company domains and select the 'Add domain' button to confirm. Make sure to enable the auto-approve feature, which automatically allows new users signing up with the same company email access into your Matrak company with default permission settings.
Mobile Application: How to add new users to your Matrak company account
With Matrak's mobile app, you can easily invite new users to your company account.
1. Simply navigate to the "Manage teams" section from the bottom of your home screen. From there, select the "Invite" tab located at the top right of your screen.
2. Next, enter the email addresses of the colleagues you'd like to invite, and select "Send invites". It's that easy! Your teammates will receive an email invitation to join your company account.
3. To confirm that your invites were successfully sent, you'll be directed to a confirmation page. Once you're done, simply select "Done" to return to the invite screen.
Inviting people from your company to join Matrak is a straightforward process. By following the steps outlined, you can quickly and easily invite team members and ensure everyone is on the same page when it comes to tracking materials.
Now that you’ve invite members of your company to your Matrak project account, next
you’ll want to manage their project access, and give them access to only specific information and projects.
That’s where Project Access comes in handy. Learn everything you need to know about project access .👉here!