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.