# Teams and people

Create the site's teams, invite users, and give each person the right access to each schedule.

Language: en
Canonical: https://support.sitedrive.com/en/kb/teams-and-people

Teams are the trades and crews who do the work, such as Concrete & Foundations or Electrical. Users are the people who sign in to Sitedrive. Both belong to the site, so every schedule on the site shares the same teams and the same user list. What each user can do is set per schedule.

## Before you start

-   To create, rename, recolour and delete teams, and to add or remove members and crew leaders, you need the **Refine** role or higher on a schedule of the site. **Refine (ltd)** users can view the **Teams** page but can't change it, and they don't see the site's user list.
-   To open the **Users** page and invite people, you need the **Refine** role or higher. Refine users can give the roles Report, Accept, Refine (ltd) and Refine. **Schedule**, **Site** and **Account admin** users can give any schedule role. Only **Site** users and Account admins can give the **Site** role.
-   Report and Accept users don't see the Teams and Users pages.

See [Roles and what each one can do](https://support.sitedrive.com/en/kb/roles).

Both pages are in **Schedule settings** (gear icon), below the schedule's own settings: **Teams** and **Users**.

## Create a team

1.  Go to **Schedule settings** → **Teams**.
2.  Select **New team**.
3.  Type the team **Name**, for example "Drywall & Carpentry".
4.  Choose a **Color**. Pick one of the default swatches, or choose **Custom** and select **OK**. The colour is used when views are coloured by team.
5.  Optional: add **Crew leaders** and **Members**. You choose them from the site's users.
6.  Select **Create**.

![The New team dialog with Name, Color, Crew leaders and Members](https://support.sitedrive.com/media/help/guide/teams-and-people/02-new-team-dialog.webp)

The list shows each team's **Name**, **Color**, **Crew leaders** and **Members**. Use **Search team** to find one. To delete a team, hover over its row and select the delete icon.

![The Teams list for Harbour View Apartments](https://support.sitedrive.com/media/help/guide/teams-and-people/01-teams-list.webp)

### Why team membership matters

A work package's team decides who can report on it. Report and Accept users can update the status of work packages whose team they belong to, or where they are an assignee. Add foremen and subcontractors to their team so they see their work in [Sitedrive Mobile](https://support.sitedrive.com/en/kb/mobile-finding-your-work) and can report progress.

## Invite a user

1.  Go to **Schedule settings** → **Users**.
2.  Select **Invite user**. The **Invite user to a site** dialog opens.
3.  Type the **Email**, and optionally the **First name** and **Last name**.
4.  Optional: choose the person's **Teams**.
5.  Choose the **Message language** for the invitation email.
6.  Select **Continue to choose rights**.
7.  Choose the person's role on each schedule of the site, or give them the **Site** role for all schedules.
8.  Select **Invite**.

![The Invite user to a site dialog with Email, names, Teams and Message language](https://support.sitedrive.com/media/help/guide/teams-and-people/05-invite-user-dialog.webp)

The person gets an email titled "You've been invited to Sitedrive" with a **Go to Sitedrive** button. They appear in the list straight away and can sign in with the address you invited.

_Enter the email address and name, then continue to choose the access rights._

### Invite several people at once

Select **Invite multiple** to paste a list of email addresses or drop a spreadsheet, and invite up to 100 people in one go.

## Manage users and access rights

The **Users** page lists everyone on the site with their **Name**, **Job description**, **Last seen**, **Permitted schedules** and **Access rights**. Use **Search user** to find someone and **Export to Excel** to download the list.

The **Access rights** box on the page explains each role:

Role

What the user can do

**Report**

Report the status and blockers of their work packages (part of team or an assignee).

**Accept**

Mark their quality tasks complete and work packages accepted (part of team or an assignee).

**Refine (ltd)**

Edit their work packages and sub packages (owner), with limited data visibility.

**Refine**

Edit their work packages and sub packages (owner).

**Schedule**

Edit anything in a schedule, including users.

**Site**

Edit anything in a site (all schedules).

![The site Users page with the Access rights explainer](https://support.sitedrive.com/media/help/guide/teams-and-people/03-site-users.webp)

To change someone's role, select the user in the list and change their access rights for each schedule.

## Good to know

-   Roles are per schedule. A person can be Refine on the main schedule and Report on another schedule of the same site.
-   A new schedule on the site already has all the site's teams and users. You only need to give people access to it.
-   Depending on your subscription, a site in Planning phase may limit how many users you can invite. Move the site to Production phase to invite more. See [Creating a site](https://support.sitedrive.com/en/kb/creating-a-site).
-   Account admins and account-wide users are managed in the account settings. See [Account users](https://support.sitedrive.com/en/kb/account-users).

## Related

-   [Roles and what each one can do](https://support.sitedrive.com/en/kb/roles)
-   [Account users](https://support.sitedrive.com/en/kb/account-users)
-   [Colouring and display options](https://support.sitedrive.com/en/kb/colouring-and-display)
-   [Who sees what on mobile](https://support.sitedrive.com/en/kb/mobile-who-sees-what)