Create new users for your organization

You can only create new users within your own organization. Each account you create can have access to multiple projects, so you need only create one user account for each person in your organization. 

There are two different flows when creating new user accounts. The flow you see depends on whether you have a Lobby account or not.

• If you have a Lobby account and are a Lobby Admin, you'll follow a process to create both a Lobby account and Aconex account(s) for the new user.
• If you don't have a Lobby account, you'll follow a process to create a new Aconex account. The user must link the new Aconex account to their existing Lobby account themselves.

Both flows start in Aconex.

Note: New users can set their visibility in the global directory when they log in for the first time. To find out more about why they should or shouldn't do this, you can ask them to read changing your visibility in the global directory.

Create a Lobby account and associated Aconex account(s)

You'll follow this process if you have a Lobby account and are a Lobby Admin.

1. Log in to Aconex.
2. Click Setup from the top navigation menu.
3. Under My Organization click Create User.

4. Enter the email address of the new user. They will use this to access Aconex.

5. If the user already has a Lobby account, click Create Aconex account to create a new Aconex account for them as described in the section below.

6. Complete the required fields:

• First name
• Last name
• Choose a Home organization. Note: An Aconex account will be created in the selected Home organization.
• Password requirement

7. Select the projects this user will be working on.
   
   You’ll see all projects your organization is invited to, across all your linked Aconex accounts that have permission to create a user.
   
   If a project appears multiple times, make sure you select the correct organization the user should have access to. Generally this will be the same as the home organization you chose in the previous screen.
   
   If a project isn't appearing the list, it means the Project Admin has set the invitation mode to explicit. Once the user account is created you can ask the Project Admin to add them to the project.

8. The organizations this user will be added to are displayed, based on the selected home organization and selected projects.
9. (Optional) You may want to add this user to an organization without inviting them to a project. This is useful to create an additional Org Admin in an organization that doesn't need to see project data. Click Add Organizations to add the user to an organization without inviting them to a project.  You can click the bin icon to remove the added organization before moving onto the next step.

10. Click Create Account. The new user's Lobby account is created. One or more Aconex accounts will be created and linked to the Lobby account. 
    
    
11. Click Done to return to Aconex, or click Create Another Account to create a Lobby account for another user.

12. The user will receive an email with links to access Aconex using the Lobby or the Aconex instance directly.
    
    If you selected User will need to set a password, on the account details screen, the email will contain a link to set their password.

13. The new user will also receive an email for each linked Aconex account that was created.

Create a new Aconex account only

You'll follow this process if you don't have a Lobby account.

1. Click Setup from the top navigation menu.
2. Under My Organization click Create User.

3. Complete the mandatory fields — they're marked with a red asterisk
   • Given name 
   • Family name
   • Email
   • Login name (note that this is case-sensitive). If your organization uses Lobby, this field identifies the new Aconex account being created, but the user will continue to log in using their Lobby account credentials.

4. In the Projects field, add the projects this user will be working on. If you double-click a project in the Available Projects list, it'll be added to the Selected Projects list. If you double-click a project in the Selected Projects list, it'll be removed from that list.

5. If the user speaks a language other than English you can also change the default language. Note that when we send this new user emails, we'll also use the language you've selected.
6. Click Save. 
7. Once you’ve created a user account, Aconex will automatically send the new user an email with their login name and a link to log in. Note: this link will expire in 7 days. You can provide the user with a temporary password if they can't access the link.