Assigning Users to Sites

Overview

Assigning users to a Site in VIVE lets designated contacts receive access to site-specific data (e.g., vendor activity). Follow the steps below to add or remove users for any Site.

Prerequisites

• You must have an Administrator or Site Manager role.
• The user you wish to assign must already exist in VIVE (under Admin → Users).

Steps to Assign a User

Navigate to Sites

1. From the main menu, click SITES.
2. Click Sites in the expanded menu to view all your properties.
3. Select Your Site
   • In the Actions column, click the View (eye) icon next to the site name.

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Go to Users

1. In the Site’s left‐hand navigation, expand USERS.
2. Click Users to show the current list of assigned contacts. (“Users” tab highlighted)

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Assign a New User

1. Click the blue ASSIGN USER button in the upper-right corner.  “ASSIGN USER” button)
2. Select the User and Settings
   • In the modal, locate the user by scrolling or using the search box.
   • Highlight the desired row (username and email).
   • Set Should Notify? to Yes if they need email alerts.

   • Set Is Primary? to Yes if this is the site’s main contact.

      

     

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Save Your Changes

1. Click SAVE to confirm.
2. A green success message will appear (“Successfully assigned user.”).

Removing or Editing a Site User

• To remove a user, click the trash can icon in that user’s Actions column and confirm deletion.
• To edit notification settings, locate the user in the list, change the “Should Notify?” or “Is Primary?” dropdown, then click SAVE (or the page auto-saves on selection).

Tip: Use the search and filter row at the top of the table to quickly find users by name, email, or notification settings.

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Need More Help?

For further assistance, contact VIVE's customer service:

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