Users
FAQ: Adding a User to an Account
How do I Add a User to a WorksOS Account?
You can add one or more users to a WorksOS Account directly within the WorksOS application.
Note: This operation can also still be completed for the same account and user in Trimble WorksManager. Both applications have a common backend for accounts, users, and projects, so settings for all of these aspects are mirrored in each application.
To add a user
Click the “Users” icon in the left-hand side navigation bar.
You are taken to the “Users” page which lists all existing users for the currently selected account.Click the blue “Add” button in the top right-hand corner.
An “Invite Users” pane slides out from the right-hand side of the screen.Begin typing the email address of the person you want to add to the account and click the + button to add the email address to the list.
Note: You can add multiple users at once in this UI by repeating the above step, once for each user.
After you have added all desired user(s), click the blue Invite button. A notification will appear in the bottom left corner of the screen, informing you an invitation has been sent to that email address.
The recipient should receive an email notification in their inbox that they have been invited to an account (if not, suggest that they check their Junk Mail folders or email security settings).
The invitee must click the “Join Account” link and login to WorkOS to actually gain access to the account.
Note: The above steps only give a user access to an account; for access to a specific Project, they must be invited to a project specifically. Please refer to the section below.
Note: A user can also be deleted from an account by going to the same “Users” page and checking the box next to their name. Click the More icon (ellipsis) and choose Remove Member from Account.
FAQ: Adding a User to a Project
How do I Add a User to a WorksOS Account?
You can add one or more users to a WorksOS Account directly within the WorksOS application.
Note: This operation can also still be completed for the same account and user in Trimble WorksManager. Both applications have a common backend for accounts, users, and projects, so settings for all of these aspects are mirrored in each application.
To add a user
Click the “Users” icon in the left-hand side navigation bar.
You are taken to the “Users” page which lists all existing users for the currently selected account.Click the blue “Add” button in the top right-hand corner.
An “Invite Users” pane slides out from the right-hand side of the screen.Begin typing the email address of the person you want to add to the account and click the + button to add the email address to the list.
Note: You can add multiple users at once in this UI by repeating the above step, once for each user.
After you have added all desired user(s), click the blue Invite button. A notification will appear in the bottom left corner of the screen, informing you an invitation has been sent to that email address.
The recipient should receive an email notification in their inbox that they have been invited to an account (if not, suggest that they check their Junk Mail folders or email security settings).
The invitee must click the “Join Account” link and login to WorkOS to actually gain access to the account.
Note: The above steps only give a user access to an account; for access to a specific Project, they must be invited to a project specifically. Please refer to the section below.
Note: A user can also be deleted from an account by going to the same “Users” page and checking the box next to their name. Click the More icon (ellipsis) and choose Remove Member from Account.
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