Using the People Tab (Web)

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This is where you can organize your project team. Manage users and add new ones by: 

  1. Inviting new users: Click here to invite people to your project. Just type in a user's email address and hit "Send" to invite someone new to your project. You can also import your Gmail contacts here as well, to make inviting new users quicker and easier.
  2. Designate permission levels for users: Admin, Member, and Follower. 
    • There are three levels of access: Admins, Members and Followers. 
    • The core difference between these types of users is as follows:  
      • Admins - They have full access and control of the project. They are also the only people that can mark tasks as verified
      • Members - They can do most of the things as Admins, except they cannot add or delete plans, they cannot invite new users without Admin approval, and they cannot delete tasks that have content. They also can only mark tasks as completed, not verified. 
      • Followers - They can only see tasks currently or previously assigned to them. They can create tasks, but they cannot edit, add or delete plans, tasks, categories, users or generate reports. They also cannot add markups, hyperlinks, or attachments.
    • You may have multiple Admins on a project. Depending on how you prefer to manage your team, you can make everyone an Admin if you like (only a current Admin can grant this permission to another user). However, most folks prefer to set their PMs and Supers as project Admins, and most other users as Members.  
    • For more information on user permissions, check out our FAQ article.
  3. To remove users from a project, the Admin just has to click on the red "Remove" button next to the user’s name.
  4. If you remove a user, you will see them appear here in a new section.

One neat trick is that you can include users on your project even if they don't intend to log into Fieldwire. This allows you to assign them tasks within the app easily. It will also allow our system to send them an activity report the next morning, should you assign tasks to them. 

If you are an Admin, you can update a user's company and phone number by hovering over it and clicking on the pencil icon that appears. You can also update their permission access. Members cannot edit another user’s information or access, for security and privacy reasons, but they can message the user if they have any inquiries. 

 

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