Overview

There are two basic categories of users in Birdview, namely:

• Regular users
• Guest users

Guest users can interact with the system only via Guest portal, and are created on the Guest users tab on the Users screen. Regular users are created on the Regular users tab.

Creating users

As users are usually created to be part of a project team (unless you are creating a global user to help you manage the system as a whole), defining a place and role within a project would normally go before creating a project-related user. Suppose you now have a solid idea of what purposes you are going to create a user for within a project.

To create a new user, follow the steps below. For creating guest users, refer to Guest users.

1. Log in as Administrator (or a user who has the ‘Manage system settings’ permission). If you are already logged in, skip this step.
2. Click your login picture, select Company settings > Users. You will be taken to the Users screen.
3. Click the "Add user" button. This will open an "Invite a user" pop-up window. Fill in all the required fields. See "User details" section for details.
4. Click "Invite a user". This will send an invitation email with a link to login page to the user, and create a record of the user on the Users screen. Now you can finalize creating the user.
5. Note about the "Customer" field: If no customer is associated with the user, do not select anything.

6. Fill in the custom fields, if any. For more details, see User details section and Custom fields.
7. Set the user's personal schedule. By default, Monday to Friday workdays are used with 8 hours per day standard daily work load.

Importing users

For importing users, refer to Importing users.

Inviting Users to a Project or an Activity in Activity center

See Inviting users.

Creating a user beyond the limit in your license - 5-day temporary license

When you try to create a user 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 "Save and close" to add it. If required, use "Show all user details".

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.