Invite portal colleagues and manage their access

Invite a colleague

1. Sign in as an organisation administrator.
2. Open Settings → Portal users → Add a portal user.
3. Enter their email and name, and choose Staff or Admin.
4. Send the invite and ask the colleague to open it using that address.

Save an unsaved trial before inviting portal colleagues. If SiteClara says an email already has an account, do not create a second organisation to work around it; ask support to help identify the right access.

Staff and Admin are portal roles

Choose Staff for colleagues who need the portal's ordinary building and work tools. Choose Admin for someone who must manage portal users and accept the data agreement. Billing controls are also administrator-only.

These are separate from Operative, Supervisor and Building manager phone roles. A portal Staff user is not automatically an operative; a portal Admin is not automatically a supervisor.

Change or restore access

Administrators can change another portal user's Staff/Admin role, resend an invitation before that person has signed in, or remove their access. An active user can request their own fresh sign-in email. Removed users can be restored using Restore access.

You cannot remove yourself or change your own portal role from this list. Keep an authorised administrator available. If a colleague also has phone assignments, review those separately on Team or Own staff.

Inviting a report reader is different

For a shared site's customer who only needs its approved reports, use the site's report-reader invitation rather than granting broad portal access to your organisation. Reader access is for the invited person and site, not everybody in the reader's company.