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Add people from your organization into Field

If you have an Administrator role, you can add people to participate in Field.

Tip!

To add users you need to be assigned an Administrator role for either the Issues or Inspections roles. Learn more about Field roles.

  1. From the main navigation menu, click Setup and select Project Settings.
  2. Under Field Settings, click Field Directory, then click Your organization. You’ll see a list of users added to Field in your organization, and the roles they’ve been assigned.
  3. Click Add User.

Tip!

Can't find the person you're looking for?

If the person you want to invite to your project doesn't appear in the list, you'll need to invite them to your Aconex project first. If you're not sure how to do that, contact your Project Administrator.

Once the person's invited to your Aconex project, they'll appear in your Field project directory, and you can invite them to join your Field project.

  1. Start typing the name of the person you want to add or select a user from the list.
  1. Assign them roles to provide relevant permissions on the project. You can only assign a role that is equal to or below your role. By default, a newly added user is assigned the Observer role.
  2. Click Save and they will now be added to your field project with the assigned role.

Tip!

If you add a person to the project in error, click the bin icon to remove them. 

What's next?

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