Invite a Project User
You can invite a person from another organization or business to a project in Field View .
- Confirm that the correct business unit is selected in the Current Business Is field, and that the correct project is selected in the Current Project Is field.
- Select .
- Click the Add button .
- Fill out the following fields.
- Email Address
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.
- Select the Device User check box to give the business user a login to the Field View app.
- In the Expiry Date field, select the expiration date for the invitation. If the business user doesn't login by this date, they will not be able to log in with this invitation.
- Click Save.
The project user receives the invitation.
To edit an invite, select and right-click the project user invitation, and then select Edit User Invitation.
To delete an invitation, select and right-click the project user invitation, and then select Delete User Invitation.
To resend an invitation select and right-click the project user invitation, and then select Resend User Invitation.