Inviting Users

Invite Users

You can invite users in Trimble Connect for Mobile on the Team page.

If the invited users already have Trimble Connect accounts, they receive an email with the project link. Otherwise they are instructed to create a new account. When the users have joined, they can access the project and the folders and the files to which they have permissions.

To invite users

  1. Open a project in Trimble Connect for Mobile.

  2. Go to the Views page.

  3. Tap Add View Group from the toolbar.

  4. Tap the Plus (✚) button at the bottom of the page.

  5. Enter the email of the user.

  6. If you are a Project Admin you can select a Group and Role for the user.

  7. To send the invite, tap Invite at the bottom of the page (below the keyboard).

The user will receive an email with instructions on how to join the project.

Note

If the user does not have a Trimble Account, the user's status appears as Invitation Pending until the user has an active account.


Manage Project Invitations

A Project Administrator can select the option to allow all users to invite new project members or restrict project invitations to Project Administrators only for enhanced security. This setting is available on the User permissions page.

To restrict project member invitations

  1. Open a project in Trimble Connect for Browser.

  2. Under the Settings tab, go to the User permissions.

  3. Select whether all users can invite new members or only project administrators.

  4. Click Save changes.