Invite Users
Invite users to Accruent Field and define which applications and projects they can access.
The Users module controls user access. Administrators can create, invite, update, and deactivate users.
Create and invite users
- In the Admin app, open Users > User base.
- Select Add new.
- Enter user details.
- Assign roles.
- Select Create user.
App access by user role
| User role | Web app | Mobile app | Studio Z | Admin |
|---|---|---|---|---|
| Solution admin | Yes | Yes | Yes | Yes |
| Solution developer | Yes | Yes | Partial | Yes |
| Business analyst | Yes | No | Partial | Yes |
| Org admin | Yes | No | No | Yes |
| Web admin | Yes | No | No | Yes |
| Project admin | Yes | No | No | Partial |
| Project user | Yes | Yes | No | No |
| Mobile user | No | Yes | No | No |
| API user | API only | API only | No | No |
Add a user to groups
Groups control access to projects and assignments.
- In the Admin app, open Users > User base.
- Open the user you want to add to groups.
- Select Groups.
- Select the groups you want to assign the user to.
- Select Add to selected groups.
Upload users in bulk
Upload a CSV file to create multiple users at the same time.
User statuses
Draft: The user exists but does not have access.
Invited: The user received an invitation but has not completed account setup.
Active: The user completed account setup.
Deactivated: The user no longer has access but remains in the system.