---
title: User Access, App Invites & Slack Setup Guide
description: SOP for approving and sending Sitemetric app invites and Slack access, covering the User Account Approver workflow, invite steps in Admin > Users, and SSO email templates.
---
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1. [Sitemetric Knowledge Base](https://go.sitemetric.com/sitemetric-knowledge-base?hsLang=en-us)
2. [User Access & Accounts](https://go.sitemetric.com/sitemetric-knowledge-base/user-access-accounts?hsLang=en-us)
3. [SOP](https://go.sitemetric.com/sitemetric-knowledge-base/user-access-accounts?hsLang=en-us#sop)
# User Access, App Invites & Slack Setup Guide
## Approval workflow for app invites and Slack access, plus steps to send invites and add users to Slack channels
## Purpose
Establish a clear, simple process for handling user access, app invites, app access, and approvals.
---
## 1. Slack Accounts
### Account Creation
- **HR / Onboarding** is responsible for creating Slack accounts for new employees.
- **Do not invite Customers / External Users to Slack.**
- Most customer needs can be handled directly in the app.
- If needed, **offer a demo** to show the requester how to use the app and submit requests.
### Employment Verification
- **IT** is responsible for verifying employment status before a Slack account is provisioned or maintained.
### Channel & Role Management (Support)
- Once a Slack account has been created, **Customer Support** can assist with:
- Adjusting channel memberships
- Updating user roles within Slack
- Support should not create Slack accounts — this must go through HR / Onboarding.
---
## 2. App & User Invites (Approval Process)
- All app invites and project access requests **must be approved by a User Account Approver**.
- Reference the **Customer Responsibility Matrix** to verify approvers.
> ### **Standard Workflow:** 1. Access request is received by **Customer Support / Data Support II**. 2. Check the **Customer Responsibility Matrix** to confirm whether the requester is a designated **User Account Approver**. 3. If requester **is an Account Approver** 1. Access can be approved and processed. 4. If requester **is NOT an Account Approver**, but an approver exists for the site/project - Loop in the approver and request explicit acknowledgment/approval before proceeding. 5. If **no approver is listed** for the project/site - Begin the approver identification process. - Contact someone on the customer team to identify approvers. - Ops may be used to gather the **initial POC** if no customer POC is known.
---
## 3. Maintaining & Updating the Customer Responsibility Matrix
- The **Customer Responsibility Matrix** must be kept current to ensure proper approval workflows.
- When new approvers are identified or approver changes occur:
1. Update the matrix immediately with the new approver information.
2. Document the change with date and source of information.
- **Future State:** The Customer Responsibility Matrix will eventually be moved to **HubSpot** for centralized record-keeping of approvers.
---
## 4. Internal Employee App Access Rules
- Sitemetric employees are **exempt from approval** requirements at this time.
- They do not need approval
> - **Exception:** - **Black & Veatch projects** → Access must be requested and approved for: - Internal employees - External users
---
> - **Sitemetric employees must not request customer access** on behalf of customers. - All customer access must be **approved by a customer representative**, per the responsibility matrix.
---
## 5. 3rd Party Security (Contracted Through Sitemetric)
- 3rd party security vendors/contractors (even if contracted through Sitemetric) are **not treated as Sitemetric employees** for access approval purposes.
- **App invite requests for contracted 3rd party security must follow the same User Account Approver policy** as any other external user:
- Verify the requester is a designated **User Account Approver** in the Customer Responsibility Matrix, or
- Obtain explicit approval from a listed approver before proceeding.
## 6. Sending out App Invites
Sitemetric App Invites Procedure
---
## Summary Principles
- App Support
- No Slack invites
- Customer-driven access
- Customer-approved customer access
- B&V projects require approval for everyone
---
**Owner:** Customer Support
**Applies To:** All access, invite, and permission-related requests
---
# Purpose
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.
> 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.
#### 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
---
# 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
---
# 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 \*,
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
---
During any project phase, you may be asked to invite a client or a Sitemetric employee to a Slack channel to discuss site-specific details.
To fulfill this request, you will be given the client's **email** address and the appropriate Slack **channel** name.
> 💡 \*Note: External customers should be limited to channels starting with reg-, support-, or security-.\*
# Step-by-Step Guide:
1. Open Slack and click on “**Sitemetric**” located at the top right of the screen.
2. Click on “**Invite people to Sitemetric**”.
3. In the “**To:**” dropdown, paste all the email addresses you want to add to the channel.
4. In the “**Invite as**” dropdown, choose one of the following:
- “**Guest**” for Customers, ACOs, new Sitemetric hires, etc.
- “**Members**” for internal users only, added on a case-by-case basis.
5. In the “**Add to channels (required)**” dropdown, type the channel name you wish to add users to.
- \*Reminder: External customers should only be added to channels starting with reg-, support-, or security-.\*
6. In the “**Set an expiration date**” dropdown, select “No limit”.
7. In the “**Reason for request (optional)**” section, copy and paste the message from Notion. **Link here**
8. Click on “**Send Request**”.
Once your request is approved, you will receive a notification from the Slack bot.
2023-09-01 at 11.55.43.mp4
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