Overview & background
The Account Owner and any Account Managers can effectively manage their user count directly from the account 'People' tab on the web version of Fieldwire. In addition, the Account Owner and any Account Managers can determine which projects, and the level of access, their users should have.
Since Fieldwire is priced on a per-user basis, the Account People tab is the best means to capture exactly who you, as the Account Owner, are paying for.
Furthermore, you can utilize the Project People tab to view each user that is on your project. Here, you can view the company, phone number, project permission set, and whether or not the user is covered under your, or their own Account. Managing Project Users effectively is integral to ensuring that your users have access to the content they need.
- Subscriptions: Basic, Pro, Business, and Premier
- Permissions: The Account owner and any Account Managers can add or remove users from the Account People tab. Project Admins can add and remove users, both Members and Followers can access the Project People tab.
- Platforms: Web
Keep in mind that removing users from an individual project will not remove a user from the account. If you'd like to remove any users from the account entirely, they'd need to be removed from the Account People tab.
Table of Contents
The Account People tab
The Account People tab is where the Account Owner and Account Managers can control the total number of users on their account and can invite users to multiple projects in bulk. Fieldwire is priced on a per-user basis, the Account People tab is where you can see who is covered under your account. Take a look at the sections below for more information on how to manage your users.
How to invite users to your account
You'll want to invite a user to your account if you'd like them to control billing frequency and subscription type, project creation, and user management. Take a look at this article for more details about Account Permissions:
If you'd like your users to only have access to a project, then skip to the "How to add a user(s) to your projects" section.
1. If you are the Account Owner, or are an Account Manager, log in to (app.fieldwire.com) and head to the 'People' tab:
Note: You can view the number of users is in each account role by selecting the 'All Users' drop-down:
2. Click '+New users', and 'Invite to account':
3. Add the email address(es) of the people you want to add as Account Managers or Account Users and click 'Send Invites':
4. That sends an invite to their email address. Make sure your recipients know that they need to open that email and click the invite link to establish their access to your account. Then you're all set!
Note: You can check the status of your invite by navigating to the People tab of your account. The clock symbol indicates that the user you invited has not yet created their account (or password).
If you see a person symbol next to them email address, this means that admin approval is needed for that user to gain access to the project.
Note: Users can send no more than 100 invitations per day. If you exceed this limit, you will not be able to send another invitation until 24 hours have elapsed since the 100th invitation:
How to invite users to your projects
If you'd only like your users to have access to some, or all, of the projects on your account, follow the steps below to invite them:
1. Log into (app.fieldwire.com) and head to the People tab:
2. Click '+New users' and 'Invite to a project':
3. Click on Project name, choose each project individually, or invite the user to all projects by click 'All Active Projects':
4. Add the user or users email address and choose the pertinent project permission level:
Take a look at this help article that speaks more to how the project permissions are defined:
Note: If the user's project permission needs to be changed based on the project, you can do this on the project's people tab.
5. Once you have added the email and permission level, click Send invites:
You can also invite one or more users to a project by selecting the checkbox to the left of their name, then 'Actions' and 'Invite to project':
Filter users
To filter users by their Account Permissions, choose the filter option in the top right corner, then choose the relevant account role:
Export users
The 'Export users' feature is also available under the Account 'People' tab:
When you select this button, you'll be emailed a .CSV to the email address you use to log into Fieldwire. The .CSV displays who is in your account, their login email addresses, their role on the account, and their role in each project. For example:
| Name | Account Role | Role in project | Role in project | |
| John Smith | jsmith@eagle.com | account manager | admin | member |
How to remove a user from multiple projects
If you need to keep a user in your account but need to remove them from multiple projects, you can do this in bulk:
1. The Account Owner or an Account Manager can log in on app.fieldwire.com and head to the People tab - select the number under the 'Projects' column, and choose to 'Remove user' from each project, or from all projects:
How to remove users from your account (and all projects)
When a user no longer needs access to your account or projects, you can remove them from both. Once removed, the user will no longer count towards your billing and total user count. To ensure you are only paying for those who are actively using the tool, it's imperative to remove your users when they no longer need access - to do so, follow the steps below:
From the Account 'People' tab, select one or more checkboxes next to the user's name, choose 'actions' and 'remove':
Please note: Removing a user from the account and/or projects does not delete the work that the user did. You are also able to reassign their tasks to another user! Please check out this article for more information.
The Project People Tab
The Project People tab differs from the Account People tab - here you can see who is on the contingent project, their permission level, and whether or not they are covered under your account or their own subscription. Open any Project in your Account and head to the People option in the lefthand menu to add, remove, and/or change permissions for your project users:
How to Invite a user
Any Project Admins can invite users to the project - to do so, select the '+New users' option in the top-left corner of the screen - then enter the emails of one or more users, separated by commas, determine the project access level and choose to 'Send Invites': 
After the user receives an email - they will be prompted to accept the invite and set up the account if they do not currently have a Fieldwire account. If the user already has a Fieldwire Account, then they will automatically see the project on their Project Dashboard.
Note: Users can send no more than 100 invitations per day. If you exceed this limit, you will not be able to send another invitation until 24 hours have elapsed since the 100th invitation:
How to remove a user
To remove a user, any project admin can select the three vertical dots on the right side of the screen and choose to 'Remove' the user:
Once a user is removed, they will immediately lose access to the project, however, any data they might have added, including plans, tasks, files, etc. will remain in your project. If the user needs access again, they will need to be re-invited.
Note: The user will only lose access to the project but not the account level. If you want to remove the user from your account and all projects refer to the section How to remove people from your account (and all projects)
How to adjust user permissions
To adjust a user's permission level, select the contingent permission under the 'Access' Column, and select a new permission set:
Bulk Actions
There are several bulk actions that a Project Admin can perform on the 'People' tab - including batch-removal, and adjusting user permissions en masse. Project Admins can also sort by different user entries, including the user name, email, company, phone number and access level:
To batch-remove users, or adjust permissions en masse, select the checkbox to the left of the user names you'd like to adjust:
Note: You can also select the checkbox to the left of the 'Name' column to select all users.
Project Admins can also sort by several user parameters, including the 'Name', 'Email', 'Company', 'Phone' and 'Access' - this is an alpha-numeric sort. To do this, select the contingent column:
To filter users by role, leverage the 'filter' option in the top-left corner:
Note: the 'Invite pending' option allows you to see which users have yet to accept a project invitation, or have not
How to see who is covered under your account
Finally, Project Admins can see who is, and isn't covered under their account - this is indicated by the Grey or Green Dollar signs to the right of the 'Access' column.
A Grey Dollar Sign indicates that the user is covered under their own subscription, and the Project Owner is not responsible for covering their usage:
A Green Dollar Sign indicates the user is covered under the Project Owner's subscription:
Note: Only Project Admins can see who is and is not covered under the Project Owner's account. If you are the 'Account Owner', you can see everyone who is covered under your Subscription from the Account 'People' tab - take a look at this article for more information about that.
Invalid Email Addresses
Users that have a circled exclamation point next to their email address would indicate that it is invalid and emails will not be delivered to the inbox.
Confirm that the email address is spelled correctly and there are no typos.
- If spelled incorrectly, remove the user and add re-invite with the correct email address.
- In addition, refer to this guide on how to ensure your team is getting system emails (reports, task notifications, password resets, etc.)
Please email support@fieldwire.com with the email address of the user to check if the user may be unsubscribed or bounced in our system so they can be resubscribed to receive emails again.
More Information
These articles speak more to user management and pricing -
- Getting Started with Fieldwire as an Account Owner/Manager
- Q&A: I'm an Account Owner/Manager, how do I gain access to Projects covered under my Account?