Invite a Project User

You can give a person from another organization or business access to a project and send the person an email from Field View inviting them to create their own login credentials.

You have to invite the project user for each project they need to access.
Fastpath: Project Setup > Project User Invitations
  1. 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.
  2. Select Project Setup > Project User Invitations.
  3. Click the Add button .
  4. Fill out the following fields. For more information, see Add Person Fields.
  • Email Address
  • Forename
  • Surname
  • Organisation
  • Roles
    Note: You can select multiple roles; however, the person will have permissions for the highest level role selected.
  1. Select the Device User check box to give the business user a login to the Field View app.
  2. 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.
  3. Click Save.

The project user receives an email with their login credentials.

Perform other invite operations as follows:

  • 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.