On this page you select how to add a user.

Users and Guest Users – What is the difference?

A typical user is one that has a personal account that allows them, based on the permissions granted, to create and edit records. A guest user account is one provided multiple people for the purpose of accessing 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.


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.


Next: Guest Users →

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