Adding Users

On this page, you select how to add a user.

Users and Guest Users – What is the difference?

A typical user has a personal account that allows them, based on the permissions granted, to create and edit records. A guest user account is one provided to multiple people to access data for a specific period of time, typically for the duration of a bid or for the construction period of a project.

Adding a user by Invitation

Below is the screen for sending an invitation to a user or several users at one time. This screen contains instructions and tips on how to easily send invitations.

*Importing Users – There is an additional way of inviting users by importing a CSV file. This technique is generally used when you first subscribe to RoundhousePM and are trying to add a lot of users quickly. For more information on this feature see Import Users.

Adding a user manually

While it is always easiest to send an invitation it may sometimes be necessary to manually add a user. Perhaps your boss is just too busy to find time to create their account and you need to have them listed as a participant of a workspace, you may need to create their account for them. If this happens you use this screen. Once you create the account provide them the password and security question and answer.

Adding a guest user

Creating a Guest User is very similar to manually adding a user with a few exceptions:

1. Only has access to one workspace
2. Only has access for a defined period of time.

Below is the screen for a guest user account. This screen contains instructions and tips on how to easily send invitations.

!Guest User Permissions A guest user account is typically an account given limited access such as read and download which is what is needed by a subcontractor bidding a project. However it is possible to provide a guest user account with more permissions, but be careful when doing this because there if you allow a guest user to create or edit a record there is no way to distinguish which guest user was the one who created or edited a record. If you want a user to have Add and Edit permissions you should create them as a regular user by sending them an invitation or adding them manually to your pyramid.

Next: Guest Users →