Add and manage team members

The Team Members page provides a view of all members in the organization. Organization administrators can invite new team members, modify the permission levels of team members, and view more details about a team member.

Only organization administrators can manage team members. Read-Only users cannot view the members list. Full-Access users can see other members and their access level but cannot modify it.

Organization administrators can remove members by clicking Options and clicking Remove on any team member in the list.

The following list describes key information and functions on the Team Members page:

• Total users—Total number of Administrators, Full-Access, and Read-Only members in your organization.
• Total Licenses (Access and Operator)—Total number of Access and Operator licenses in use out of the total amount available in the organization's subscription.
• Operator Licenses—Total number of Operator licenses in use out of the total number available.
• Read-only users—Total number of Read-Only users. All Site Scan organizations can invite an unlimited number of Read-Only users and they do not affect the available license count.
• New Team Member—Administrators can add new members to the organization, set new member permission levels, and assign new members projects.
• Search—Search for a team member by typing the name. Results will filter as you type and are sorted alphabetically.
• Name—Click the Name header to flip the sort order. When you click a member's name, it shows a personalized team member menu. If the member uses their ArcGIS Online account in Site Scan, their ArcGIS Online username will appear underneath the name.
  • Projects—This view shows the member's project permission level for each project in the organization. Administrators can use this page to modify the member's project permission for multiple projects.
  • Pilot Profile—This view shows the member's flight history within the fleet management section of the app.
• Last Activity—Shows the last time the member signed in or used Site Scan. Click the Last Activity header to flip the sort order. There are cases in which the date is not displayed:
  • Unknown—The member's last activity was prior to August 2022.
  • Never—The member has been invited to Site Scan, but has never signed in. Administrators have an option to resend an invitation email to these members by clicking Resend invite.
• Operator check box—Indicates whether a user has Operator privileges.

  Note:

  Organizations using a custom subscription can self-manage Operator privileges. Organizations on a user subscription have a limited number of Operator licenses, and Operator privileges must be managed through Esri Technical Support or Customer Service.

• Fleet permission—Organization administrators can see and modify a member's fleet permission level. Organization administrators cannot be modified and are always Fleet Managers.
• Role—Organization administrators can view and modify a member's organization role.

Invite new team members

Administrators can invite new members to the organization.

1. From the Team Members page, click New Team Member.
2. Choose the invitation method.
   • Add from ArcGIS Online organization—This method is suited for those who use ArcGIS Online to sign in to Site Scan and want to add members of their ArcGIS Online organization to their Site Scan organization.
   • Add by ArcGIS Online username—This method is suited for those who may not use ArcGIS Online to sign in to Site Scan and still need to invite members by their ArcGIS Online username. You can invite members from any ArcGIS Online organization with this method.
   • Add by email—This method is suited for those who use their email address to sign in to Site Scan and need to invite other members by their email.
3. Compile a list of members.
   • If adding from your ArcGIS Online organization, select the members that you want to invite. Filter the list by searching the member's name or username.
   • If adding by ArcGIS Online username, write the username and the email address where the invite will be sent. To invite multiple users at once, click Add More. To add multiple users from a file, prepare a CSV with matching headers (Username, Email) and click Add via CSV .
   • If adding by email, type the name and email address for the member. To invite multiple users at once, click Add More. To add multiple users from a file, prepare a CSV with matching headers (Name, Email) and click Add via CSV .
4. Assign the organization role for each user.
5. Select projects to add new members to.

   All members who are currently being invited will be added to the projects that are selected at the same project permission level as their organization permission.

6. Confirm the invitation details and click Send Invite.