How to Manage Users and Permissions in Appia

If you're an Appia administrator, you can control who has access to your projects and what they can do within the platform. This guide covers how to add users, adjust roles, and troubleshoot common access issues.

Adding a New User

1. Log in to your Appia admin account.

2. Navigate to Admin > Users or Project Access depending on your setup.

3. Click Add User.

4. Enter the user’s full name and email address.

5. Choose their role based on what they’ll need access to:

   • Viewer – read-only access to project data

   • Inspector – can submit reports, photos, and quantities

   • Project Admin – full access to manage users, edit project settings, and approve items

6. Click Send Invite. The user will receive an email with setup instructions.

Changing a User’s Role or Permissions

1. Go to Admin > Users.

2. Click the user’s name.

3. Use the dropdown to change their role.

4. Click Save to apply changes immediately.

Removing a User

1. In Admin > Users, find the person you’d like to remove.

2. Click the three-dot menu next to their name.

3. Select Remove Access or Deactivate.

Note: Deactivated users won’t be able to log in, but their historical activity will still be retained in the project audit logs.

Common Troubleshooting Tips

• User didn’t receive invite: Have them check spam folders. You can also resend the invite from the user settings page.

• User can't see a project: Confirm they’ve been assigned to the correct project and have the right permissions.

• Permission errors: Make sure the user’s role includes access to the feature they’re trying to use (e.g., daily report entry, change order approval).