What is the difference between Account Managers, Account Users, and Project Users?

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Overview & background


Everyone covered under an Account Owner’s umbrella will appear on their main People Dashboard which you can view after logging into Fieldwire. There are three types of users that can be added to an account: Account Managers, Account Users, and Project Users.

 

The account People tab

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Account Managers


Account Managers can create/access/edit any project covered by the Owner’s account. The projects that they create are automatically covered under the account’s umbrella. They can also invite new Account Managers and Account Users.


Account Users

 

Account Users can only access/edit their own projects. The projects that Account Users create are automatically covered under the account’s umbrella and they will be able to invite Project Users to each of those. Any projects created prior to becoming an Account User will need to be manually transferred to the paying account holder if he/she wishes to own them.

Project Users


Project Users are users invited to individual projects covered by the Owner’s account. While they are financially covered by the account, the projects that they create are not. Project Users will be designated as either Project Admins, Project Members, or Project Followers. Their unique permissions are described in detail here.

Account user types and their various permissions

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*Pending Account Owner approval

 

More Information

These are a few additional articles that explain other permissions sets in Fieldwire. 

Tutorial video on Account Management

 

 

Managing your Team in Fieldwire

 

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