4.3: Adding a Manager (Tool Connect™ Site Manager)

4.3: Adding a Manager (Tool Connect™ Site Manager)

Site Manager Makes it easy to invite new users to administer and view your inventory. Adding Administrators can be done by the account Owner only, whereas Managers can be invited by both Administrators and account Owners. 
A Manager must be invited to gain access to Inventory and Locations in Site Manager. Administrators and Managers will receive an email inviting them to create an account with their supplied email address. If they already have a valid DEWALT.com account they can simply login into Site Manager using their DEWALT.com credentials to view the account they have been invited to.

On the Web

Adding a Single Administrator or Manager

To add an Administrator to your account, you must have Owner or Administrator permissions. To add a Manager you must have Owner or Administrator permissions. 
From the web, click or tap on the ‘People’ link on the left side of the screen, then 'New Person’.

New Manager Single

A modal window will appear; fill in their Name, Email, and Phone Number, the permission level you would like to give this person (Owner/Admin only), 

New Manager Blank

then choose which assignments they can have access to. If you grant someone Administrator permission they will have access to all assignments. 

New Manager Filled In

Click or tap 'Invite' to complete. An email invitation will be automatically sent to the email address provided for the new Administrator or Manager.

New Manager Invited

Importing a List of People

Site Manager supports uploading a spreadsheet of people to quickly add a large number of people to your account.
To add a list of People select the 'Import' option on the left-hand side of the screen, then click on 'Download Sample CSV File' under the People option.

Import Managers CSV

Copy your information into the formatted file. Once you have completed copying all People into this file, return to Site Manager and select 'Select Completed File' to upload a CSV list of People.

Import CSV Finder Window

Your People will now be accessible from the People option on the left-hand side of the screen.

Managers View after CSV Import

In the Mobile App

Adding a Person is not available in the Tool Connect™ Site Manager app at this time. Please check back regularly, as new features will be released continuously.







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