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Invite Users to Daily Time Report (Production Office)
Invite Users to Daily Time Report (Production Office)

How to invite CREW, ADs & Accounting to DTR

Updated over a week ago


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".

Dashboard

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

Step 1: Contact Dropdown

Select desired crew member from the dropdown:

Select as many members as required.

Once set, click Next:

Step 2: Set Security Group

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.

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