Create a new user

Invite a user into Civalgo or Logbook, assign permissions to them and choose their connection (SMS or email). Function reserved for administrators.

Prerequisites

Create an employee

Invite or create a new user in Civalgo

Access the settings

1. Click on your company name (top left corner)

2. Select Users from the dropdown menu

Invite a user

Click Invite a user (top right button)

Fill in the user details

1. Select the employee to invite

2. Set their permission level (e.g., Employee, Team Lead, Administrator…)

3. Choose the login method: Email or SMS

4. ⚠️ Important: the user must log in using the same method selected during the invitation.

Send the invitation

• Email: the user receives a link to activate their account and set a password

• SMS: the user can go directly to the app and will receive a login code via text message to sign in

💡 Good to know

Once invited, a user automatically gets access to both Civalgo and Logbook. Just direct them to the right platform based on their role:

• Logbook: for field teams

• Civalgo: for planning, coordination, and management roles

📄 Need help selecting the right permissions?

Here’s a guide that summarizes the different permission levels available on the platform: