Invite a Project User

You can invite a person from another organisation or business to a project in Field View.

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. Select the Add button .
  4. Fill out the following fields.
  • Email Address
  • Forename
  • Surname
  • Organisation
    Note: If you accidentally assign the wrong organisation, send a new invitation to the same email address with the correct organisation. Do not deactivate the account.
  • Roles
    Note: Assign a role to an organisation so that all users from that organisation have the same role. Select the checkbox 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.
  1. Select the Device User checkbox 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 user doesn't accept the invitation by this date, it will expire and become invalid. You will need to resend the invitation.
  3. Select down arrow for the Culture field and choose the language for the user.
  4. Select Save.

The project user receives the invitation.

Perform other invite operations as follows, until the user accepts 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.