Site Users

Last updated September 03, 2025 03:02

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KBA Summary:

This article provides guidance on managing site users. It covers:

Adding users via invitation, including selecting roles/licenses for the user; and
Reviewing and cancelling invitations

It is intended for site administrators and support staff responsible for user set-up, permission management, and licensing provisioning at the site.

Site Users Flow

Follow the steps below to invite a new user.

Click the site name to open its "Site Summary" page.
Click the "Users" menu on the left-hand side.
Click the "Invite User" button to open the Invite User form. Alternatively, click "Invite" in the "Site Users" section.
Enter the user's email address, then click "Next".
On the "Licenses & Roles" screen, tick the checkboxes for the appropriate roles and the licenses. Click "Next" to proceed.
Regarding user permissions:
- A user with the "Read" permission can only view data in the BlastIQ™ Mobile, BlastIQ™ Insights, and import plans on SHOTPlus™.
- A user with the "Write" permission can view and enter data in the BlastIQ™ Mobile, BlastIQ™ Insights, import and export plans on SHOTPlus™.
- A user with the "Site Admin" permission can view and enter data in BlastIQ™ Mobile BlastIQ™ Insights, import and export plans on SHOTPlus™, and manage the admin portal.
Click "Back" to return to the previous step if needed.
Click "Send Invite" to finalise the invitation.
On the confirmation page, Click "Close" or "x" button to dismiss OR click "New Invite" to start the invitation process for another user.
An email containing an invitation link will be sent to the user's email address. The user will have to accept the invitation by clicking on the link in the invitation email. Note: The invitation will expire after 14 days.

From the "Site Access" menu, click "Invitations".
The "Invitations" page will appear, showing a list of pending invitations.
Use the search field to locate the user by name for email.
Invitation details, including:
- Email address of the invitee
- Date invited
- Invited by (sender's email)
- Access type / License
Once the invitation is accepted, the user is removed from the "Invitations" list and appears in the "Users" list page.

On the "Invitations" page, locate the invitation you want to cancel. Hover over and click the "Cancel Invitation" button.
A confirmation modal will appear, asking you to confirm the cancellation.
Click "Cancel Invitation" in the modal to proceed.
Once confirmed, the invitation will be removed from the list, and access will no longer be granted.