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Getting Your Team Onboard
Getting Your Team Onboard

How to invite users, add contacts and get them onboard with Cheqroom so your whole team can benefit from easy and fast equipment manangement

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Written by Mathilde
Updated over a week ago

Now that you have uploaded your inventory and learned how to make bookings, it is time to get your team onboard. ๐Ÿš

You can add anyone you would like to your Cheqroom account either as a contact or user. The difference between contacts and users is the level of access to the account they will have. As the account owner, you get to decide the degree of access your team will have.

Let us walk you through it...


Contacts are the people that are assigned in a reservation, check-out or item custody. They don't have direct access to the account unless they are invited as a user. Think of contacts as people your team might lend equipment to or are in touch with but do not use Cheqroom directly.

You can add contacts manually, by import, and even create custom fields to add any information you need.


Users are the people that can access your Cheqroom account in some capacity that will be predetermined as it best fits your team's needs. (More on that to follow). When you invite someone to become a user in your Cheqroom account, they will receive an invitation email to create their own login. They will then have access to the account unless you later decide to remove them by deactivating or archiving them. Any user will automatically be added to your contacts list.

Since Cheqroom offers an unlimited number of users for every plan, why not make equipment management easy for your whole team by inviting them to join the account as well?ย 

User Roles and Permissions

When inviting users, you can assign them a user role and choose their permissions to determine their level of access by going to Settings then Roles & Permissions. The degree of access between different custom and system roles also depends on your plan type.

Read more about User Roles and Permissions here.

Note: The Essentials Plan includes only the Account Owner, Super Admin and Front Desk Agent roles. If you need more custom roles, consider upgrading your plan.

User Sync

Cheqroom supports Single Sign-On (SSO) by connecting to your organization's LDAP (Lightweight Directory Access Protocol) or Active Directory servers. You can learn more about this here.

*Note: The User Sync option is not available for the Essentials, Standard and Plus Plan.

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