This guide provides instructions on how to invite an existing contact to be a user to Croogloo DTRs.
Step 1: Navigate to your contacts.
Step 2: Scroll through your contacts or use the search bar to find the person you want to invite.
Step 3: Check beside the contact's name to toggle all available actions.
Click the Option button, and select Send Invite.
Alternatively, use the three-dot icon to the right to send an invite.
Assigning Access Level
Step 1: Choose the access level for the new user.
ADMIN - crew that need to receive reports
DTR - crew that do DTRs
Account must be set to ADMIN to receive submitted Daily Time Reports and/or Weekly Timesheets.
Step 2: Confirm the selected access level.
Upon confirmation, the new user will receive an invitation to join Croogloo via email.
ADMIN: No registration or log-in is required, once saved as ADMIN, contact(s) will automatically receive reports.
Remind them to check their inbox and for the invitation and any filters that may label the email as spam.
Frequently Asked Questions
How do I invite a Department Head to complete DTRs?
How do I invite a Department Head to complete DTRs?
When adding the contact, select 'Send Invite' and grant DTR permissions. You can also go to the Security Groups page and add them to DTR there.
Where do I find the DTRs?
Where do I find the DTRs?
All submitted reports are distributed to the email address designated as ADMIN security group.
DTRs can also be sourced from the Documents module, in the Time Reports folder. The latest version for each day is stored in the folder.
Why aren't I receiving the DTR emails?
Why aren't I receiving the DTR emails?
Please ensure that:
Reports have not been delivered to spam folder
You have been invited to the production on Croogloo as an Admin user
Check for a typo in the stored email address