How do I add a User to an Account?

Overview & background

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. Here are the steps:

Step 1:

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

Step 2:

Click Invite, and "To the account."

Step 3:

Add the email addresses of the people you want to add as Account Managers or Account Users.

You're all set! 

Export users feature

On the 'People' tab, you can see the 'Export users' feature. This will show who is on the account, their role on the account and their role in each project. 

Location of 'Export users' button

Clicking on the 'Export users' button will result in a CSV report being sent to the email associated with your account.

The report contains the following information for all users on your account:

Tutorial Video on Account Management

Managing your Team in Fieldwire