Invite a Business User
You can give a person from your organization access to a project and send the person an email from Field View inviting them to create their own login credentials.
This method of adding a user allows the individual to create their own user name and password. However, if the user doesn't do anything, the invitation will expire. Alternately, you can add a business user to ensure the account is created, but you must inform the user of their user name and password.
- 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.
- Select .
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Click the Add button
.
- Fill out the following fields. For more information, see Add Person Fields.
- Email Address
- Forename
- Surname
- Project Name
- RolesNote: You can select multiple roles; however, the person will have permissions for the highest level role selected.
- Expiry
DateNote: 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.
- Select the Device User check box to give the business user a login to the Field View app.
- Click Save.