Invite New Contact

To invite new contact(s) to Croogloo, click on the contact icon on the top banner, then "Add Contact".

This will launch the contact entry form:

After filling the form, click "Invite to Croogloo" toggle:

Then, set Security Group for your contact:

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.

Once set, confirm your selection:

All set, now click Save:

Invite Existing Contacts

To invite stored contacts to Croogloo, click on the contact icon on the top banner of your production, then "Invite to Croogloo".

From your dashboard select the icon located in the top right corner (see below) and choose "Invite to Croogloo"

Select desired crew member from the dropdown:

Select as many members as required.

Once set, click Next:

Select Security Group for your contact(s):

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.

Select "Send Invite":

Invite(s) will be sent to your contact(s) to set-up their account:

ADMIN: No registration or log-in is required, once saved as ADMIN, contact(s) will automatically receive reports.

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.

All submitted reports are distributed to the Accounting 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.

Please ensure that: