Once a company is created in Acuite, either at the license level or project level, you can add associated users. This can be done manually or via integration with platforms like Procore, Jobpac, or Hammertech.
Add users manually
You can perform the following instruction at either the licence level (System Settings > Companies) or project level (Project Settings > Companies).
The following example is performed at the project level:
Note: This will add the users to the project while also copying them to the license level, making them available for use in future projects.
Select the desired project in the drop down menu
Click Project Settings > Companies
Search for the company name and expand it by clicking the arrow on the right
If you believe that the new user already exists, click +Add Existing Person, select him/her in the list, then click Ok
Add users via an integration
Adding users through an integration is simple, as it happens automatically once the integration is set up. Typically, users are added within a few hours of the integration being configured.
IMPORTANT: The person should be added to the appropriate project in the other system (e.g., Procore, Aconex, etc.)."
Once the person has been added to Acuite, you need to:
Assign a role (or permission group) to the person
Send out a password
Repeat steps 1, 2, and 3 from the 'Add User Manually' section
Select the name of the desired user, then click Edit
Verify and complete the user details (e.g. email address, permissions/roles, etc.)
Click Invite to send an email invitation
Once finished, click Save to launch the process.
