Add a Member to a WorksManager Account

You can add one or more members to a WorksManager Account directly within the application.

Note: This operation can also still be completed for the same account and member in Trimble WorksOS. Both applications have a common backend for accounts, members, and projects, so settings for all of these aspects are mirrored in each application.

Login to WorksManager with your Trimble Identity (TID) credentials, but do not select a project.
Click My Accounts in the left pane and select the account to which you want to add one or more members.
Click Users in the left pane. Review the members that have been added to the account.
Click + Add in the top right-hand corner.
On the ADD ACCOUNT USERS page, select an Account Role in the list. See Account Roles for details.
Enter the TID email address of the person you want to add to the account and click. If needed, add more members in the same way.

Note: You can add multiple members at once in this UI by repeating the above step, once for each member.

After you have added all desired members, click + ADD USER. 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 will receive an email notification in their inbox that they have been invited to an account. The invitee must click the Join Account link and log in to WorksManager to access 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. 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 and choose Remove Member from Account.

Next topic: Add/Invite Members to a Project