Invite a Business User

You can send the user an email from Field View inviting them to create their own login credentials.

The user will accept the invitation by creating or logging in with their Trimble Construction One account. However, if the user doesn't do anything, the invitation will expire.

Fastpath: Business Setup > Security > Business User Invitations
  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 User Invitations.
  3. Click the Add button .
  4. Fill out the following fields.
  • Email Address
  • Forename
  • Surname
  • Project Name
  • Roles
    Note: Select the check box to assign the user to a role. We recommend that you only select one role for a user. You can select multiple roles; however, permissions behave differently if the user is assigned more than one role.
  • Expiry Date
    Note: If the business user doesn't login by this date, they will not be able to log in with this invitation. Defaults to 30 days from the current date.
  1. Select the Device User check box to give the business user a login to the Field View app.
  2. Click Save.
The business user receives an email with their login credentials.