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