You can send the user an email from Field
View inviting them to create their own login credentials.
The user will accept the invitation by creating or logging in with their Trimble Construction One account. However, if the user doesn't do anything, the invitation will expire.
Fastpath:
- Confirm that the correct business unit is selected in the Business Unit field, and that no project is selected in the Project field.
- Select .
- Select the Add button
. - Fill out the following fields.
- Email Address
- Forename
- Surname
- Project Name
- Roles
Note: Select the checkbox to
assign the user to a role. We recommend that you only select one role for a user. You can select multiple roles; however, permissions behave differently if the user is assigned more than one role.
- Select the Device User checkbox to give the business user a login to the Field
View app.
- In the Expiry Date field, select the expiration date for the invitation.
If the user doesn't accept the invitation by this date, it will expire and become invalid. You will need to resend the invitation.
- Select down arrow for the Culture field and choose the language for the user.
- Select Save.
The business user receives an email with their login credentials.