Inviting Users & User Roles

Xenia works best when you bring your team in for collaboration. As you add users to your account, your staff members will easily be able to log tasks, track assignments, create submissions, and communicate on-the-go. Learn how to add users to your account and start building a great team.

Please note: once a user is invited, they can be onboarded directly via their Mobile App or Web App. 

Video Guide: How to Add Users to Xenia

Inviting Users via Web App

1. From the sidebar, click on the 'Invite Users' button.
2. Add the User's Full Name and Email OR Phone Number (with country code).
3. Specify whether you want this user to be an Admin or a Normal User.
4. You can invite multiple Users at once by clicking on the '+ Add New' button.
5. Click on ‘Send Invite’ to finish off. This creates the user and sends them an Email Login link or SMS text message to join you in Xenia.

That’s it! Now, start assigning tasks and collaborating with your team member through Xenia.

Inviting Users via Mobile App

1. From the 'Home' button, click on the 'Invite Users' or 'Invite Admins" button.
2. Select whether you want to invite the user using their phone number or email. 
3. Add the User's Full Name and Email OR Phone Number (with country code).
4. Specify whether you want this user to be an Admin or a Normal User.
5. Click on the ‘Invite’ button to finish off. This creates the user and sends them an Email Login link or SMS text message to join you in Xenia.

There are four types of user roles on our platform: Admin, Full User, Basic User, and Requester. Each role has different levels of access and permissions.

What is an Admin?

An Admin is a super-user with the highest level of access on the platform, allowing them to manage tasks, work orders, templates, requests, chats, and workspace settings. They can add, edit, or remove users, teams, categories, billing plans, locations, assets, and multiple workspaces (for Enterprise plans). However, Admins cannot create requests, only accept or decline them.

What is a Full User?

Full Users have more limited access compared to Admins. They can manage tasks, work orders, and operations templates, create submissions and requests, send chats, and add users, locations, and assets. However, they cannot accept or decline requests, manage teams or categories, set up billing or change plans, or add multiple workspaces in the Enterprise plan.

What is a Basic User?

Basic Users have the least access on the platform. They can view and complete tasks assigned to them, submit templates, and chat with team members. However, they cannot create or edit tasks, templates, or requests, manage users, locations, assets, teams, or categories, set up billing, change plans, or add multiple workspaces in the Enterprise plan.

What is a Requester?

Requesters have the minimal access, mainly limited to creating requests, sending chats, and adding other Requester users. They cannot accept or decline requests, manage work orders, or create, view, or submit template submissions.