Why Inviting Users
Adding users gives your team access to CalmCompliance so everyone can view documents, complete forms, and manage their responsibilities. When you invite someone, you control exactly which sites they can access and what they're allowed to do—keeping your organization secure and creating a clear record of who has access. This is often one of the first steps when setting up a new organization.
How to Invite a User
Go to Settings > User Management
Click Add User
Enter First Name, Last Name, and Email Address
In Access Control, set site access and choose a role for each module: Member (view-only), Manager (can edit), or Admin (full control)
Use Set All next to each site to apply the same role across all modules for that site
You can give someone different permissions at different sites—for example, Manager at one location and Member at another
Granting access to a main site automatically includes any child sites underneath it
(Optional) Toggle Create Personnel Record if your organization uses the Personnel module
(Optional) Toggle Make Organization Owner to give them full control over all sites and modules—only do this for trusted team members
Click Add User to send the invitation
The person receives an email invitation. Once they accept and create their account, they'll have access according to the permissions you set.
Before You Start
You need the Manager role (or higher) for the Site module. If you don't see Add User, contact your site administrator.
Common Questions
Can I change someone's permissions after I've invited them? Yes. Go to Settings > User Management, find the person, and click Edit Access. You can adjust their site access and module permissions anytime.
What if someone doesn't receive the invitation email? Ask them to check their spam folder. If it's still not there, you can remove them from the user list and send a new invitation.
Can someone have access to some sites but not others? Yes. You control access site-by-site in the Access Control table, so someone can be an Admin at one location and have no access to another.
What's the difference between sites and modules? Sites are physical or organizational boundaries (buildings, departments, locations). Modules are features like Documents, Operations, or Risks. You set permissions at the intersection—someone might have Documents access at Site A but not Operations at Site A.