How do I invite a User to my Account?

Overview & background

Fieldwire gives you the option to invite users to individual projects, and/or your entire account. You can add Account Managers or Account Users to your account so that others are associated with your Pro, Business, or Custom plan. Please reference the differences between permission levels in this article.

1. Login on www.fieldwire.com and head to the People tab.

2. Click Invite, and 'To the 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: 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 add a user(s) to your projects

You can add users to specific projects or all the active projects. 

1. Login on www.fieldwire.com and head to the People tab.

2. Click Invite, and '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 their projects permission level: 

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: 

Export users feature

On the 'People' tab, of your Account Home page, you can see the 'Export users' feature:

Clicking this button sends a Fieldwire email to your login email address with a simple CSV file that shows who is in your account, their login email addresses, their role on the account, and their role in each project. For example: 

Tutorial Video on Account Management

Managing your Team in Fieldwire