---
title: Sitemetric App Invites Procedure
description: Outline the steps that needs to be taken when sending out an app invite
---

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# Sitemetric App Invites Procedure

## Outline the steps that needs to be taken when sending out an app invite

 Prescreen

When sending an invite to a new user. All user have to have an approval status on their worker profile under the registration section. This can be located at the very bottom of the worker’s profile.  
If the worker’s Sitemetric ID isn’t showing up as an option to add in Admin > Users then that means that profile hasn’t been approved yet.

<aside>

If the worker does not appear when adding a new user in Admin > Users, escalate to Bugs. They may need to update the worker’s status directly in the DB.

</aside>

#### Resolution

Under the registration on the worker’s profile it’ll have their registration link where you can click on. This link will send you to the workforce registration page were you can approve the profile

![](attachment:53b4eabe-077a-42ce-9687-65519c667f46:Worker_Registration_Showcase.png)

---

Sending out app invites

1. Navigate to Admin > Users
2. Click on `+ ADD` on the top right of the screen
3. Select type out the workers name or Sitemetric id
4. Input the Worker’s email if it isn’t not already there
5. Select the proper User role 
     1. `dco` - For Sitemetric personals
     2. `client` - For all non Sitemetric personals
6. **CLICK** on the provider dropdown and select the proper option that matches the worker’s company/email domain 
     1. NOTE - this is only for customers 
            1. Holder
            2. Black & Veatch
            3. Suffolk
     2. If it’s a `sitemetric` worker or anyone else not on the list above. Select `password`
7. provide any additional feature if the customer request for theses user to get them
8. Select the proper sites to give the worker access to in app
9. DON’T place anything in the `customer field` 
     1. This field is meant for rare cases where the worker/user needs access to every site from that customer - IF REQUESTED, inform Arjay to proceed
10. Select the company for the worker for `tenant` 
      1. this field allows the customer to see any custom attributes that’s a worker fills out in a pre or self reg form. This allows the customer to view that data on a respective worker’s summary

![](attachment:72621525-13e6-47b6-b394-408880ab2b64:Screenshot_2026-05-29_182255.png)

![](attachment:3b5223f2-0307-4e19-8c7f-62cfb18cc3f5:Screenshot_2026-05-29_182132.png)

![](attachment:d5bfdb3c-ba30-4ee0-8318-a1804b532877:Screenshot_2026-05-29_182151.png)

![](attachment:1b05b7a5-3270-4f03-a40a-3a1b47b72ac8:Screenshot_2026-05-29_at_6.17.03_PM.png)

---

After creating an app invite

### SSO only

When sending out an SSO you have to use the following template and send out a separate email to the customer through outlook

#### Email Subject:

Sitemetric // *Customer:Project Name* // Sitemetric App

#### Email Body Template

Hi <insert *work\_name* if it’s more than 2 use *company\_name>*,

We are excited to inform you that your account is now active! You can log in with Single Sign-On (SSO) using your corporate email address.

Access all your site data through your web browser or our native app: Web Browser: [https://us.sitemetric.com/](https://us.sitemetric.com/)

Apple iOS: Search for “Sitemetric” in the Apple App Store or [click here](https://apps.apple.com/us/app/sitemetric/id1574357858)

Android: Search for “Sitemetric” in the Google Play Store or [click here](https://play.google.com/store/apps/details?id=com.sitemetric.app&hl=en-US&pli=1)

Should you have any questions or would like to schedule a Zoom call to walk through the platform, feel free to reach out at any time.

Best Regards,

#### Password/ Non SSO

No additional email is needed to be sent

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