Add a Business Person

Assign business users a login and password so that they can access Field View.

Be sure to inform new business users of their user name and password. You also have the option to send an invite to the user, which allows users to create their own user name and password. User invitations expire based on a date that you specify.

If you have business units within other business units, add the user to the highest level business unit to ensure they can access the relevant information.

Fastpath: Business Setup > Security > Business People
  1. Confirm that the correct business unit is selected in the Current Business Is field, and that no project is selected in the Current Project Is field.
  2. Select Business Setup > Security > Business People. Click the Add button .
  3. Fill out the fields in the Add/Edit Person tab. For more information, see Add Person Fields.
  4. Click Save.
Note: To edit a user's information, return to the Business People page, right-click on the person's name, and select Edit Person.

After you add a business person, you can assign that user to projects.