Apart from creating users via Company Settings | Users (see Creating users for more details), you can invite users from the Activity Center. As you save their user profile in a special form, Birdview will email them an invitation with an automatically generated login/password.

Inviting user to project

To invite a user to a project, follow these steps:

1. Log in as a user who has at least the ‘Manage members’ permission in its role. If you are already logged in, skip this step.
2. In the Activity Center, locate the project you want to invite a user to.
3. Click the Members attribute button.
4. Click the "+ Invite user" link in the dialog box that opens.
5. Fill in the fields for the user to be invited.
6. If you want to fill in additional fields on the user invitation form, click "Additional options".
7. When done, click Invite a User.

Inviting user to activity

To invite a user to an activity, follow these steps:

1. Log in as a user who has at least the ‘Manage assignees’ permission in its role. If you are already logged in, skip this step.
2. In the Activity Center, locate the activity you want to invite a user to.
3. Click the Assignees attribute button.
4. Click the "+ Invite user" button in the dialog box that opens.
5. Fill in the fields for the user to be invited.
6. If you want to fill in additional fields on the user invitation form, click "Additional options".
7. When done, click Invite a User.

Inviting users beyond the limit in your license - 5-day temporary license

When you try to invite a user which is beyond the limit permitted by your license, a temporary license with a 5-day grace period will be automatically generated for the user.

All you need to do is to purchase an additional license for the extra user within the grace period.

Birdview will return the following dialog box:

To continue, fill out the user creation form and click 'Invite a User' to add it. If required, use 'Additional options'.

After you close the dialog box, a Birdview Customer Portal page will open in a new tab where you can complete the purchase of an additional license:

You can either complete the purchase now, or postpone it till later but within the grace period.