Invite Resources to Your Site
Add team members and guests to your Completix workspace, assign access levels, and keep user profiles up to date, all from the Admin panel.
Resources can be added to Completix directly from a project's Team page or through the Admin panel. From the Admin panel, users are invited to the site without being assigned to a project immediately. Whether a resource appears in projects depends on their role within your organisation.
There are two user types you can invite:
| Type | Cost | Access |
|---|---|---|
| Resource (Team Member / Admin) | Counts against your licence | Full site and project access based on assigned role |
| Guest | Always free, unlimited | Limited to specific projects only |
Invite a Resource
From the Users page in the Admin panel, click + Invite user. The invitation dialog lets you add one or more email addresses and set the access level before sending.
To bulk-invite, enter multiple addresses separated by a semicolon (e.g. [email protected]; [email protected]). The default access level is Team Member, which can be changed to Site Admin or another role using the dropdown. Once you click Invite, the user appears in the Site Users list with a Pending subscription status until they accept.
Invite a Guest
Guests are always free and unlimited. They have limited visibility, restricted to the specific projects they are added to, making them ideal for external collaborators or stakeholders who should not access your full site.
Click + Invite user and choose the Guest option. Enter the guest's email address (or multiple addresses separated by semicolons) and click Invite. The guest will receive an email and appear in the Users list once they accept.
Adding Users Directly from a Project
If you have the right permissions, you can also invite a new user directly from within a project, without going through the Admin panel. Open the Project Team page inside any project and click Invite. The dialog lists existing site users so you can tick and add them in one step.
To bring in someone who is not yet on your site, use the Type a new email... field at the top of the dialog. Entering an email there sends a site invitation and adds the person to the project at the same time.
Access Level and Subscriptions
The Access Level and Subscriptions tab in the Users page shows every active user on your site. From here you can view and edit each user's site role, optional operational permissions, and their subscription status.
| Column | Description |
|---|---|
| Access Level | The user's site-wide role: Site Owner, Site Admin, Team Member, or Guest |
| Operational Roles | Additional permissions such as Exec dash viewer, applied on top of the base access level |
| Subscription | Subscribed means the user has accepted and is using a licence slot. Pending means the invitation email has not been accepted yet. |
User Profile
The Users Profile tab displays organisational details for every person on your site. Keeping these fields accurate enables better resource planning, timesheet routing, and cost estimates across projects.
| Field | Description |
|---|---|
| Team / Dept | The department the resource belongs to (e.g. IT, Finance, OPS) |
| Title | The resource's job title or function within the company |
| Location | The resource's primary city or office location |
| Reports To | The resource's manager. Used for timesheet approval workflows for non-project activities. |
| Rate / hr | Hourly rate used to calculate allocation cost and effort estimates. This rate is copied into each new project and can be adjusted per-project for flexibility. |
