How do I add new users to my project or account on the Fitwel Platform?

To add a new user to a project on the Fitwel Platform, the "Company Lead" or "Portfolio Manager" associated with the project can to add the new user by selecting the "View Project Information" button in the top right corner of the digital scorecard page on the Fitwel Platform, see below. This page is accessed by selecting the project line item on your user dashboard and then selecting 'Resume'

You are then taken to the Project Information screen where you can select the "Edit" button in the top right corner. You will then have the ability to add users to the Collaborator(s) section since you're editing users at the Project level.

After all of the desired changes have been made, you must scroll back up to the top of the screen and hit the "Save" button. Please note, if they do not hit save then any changes that have been made will not be saved, and any team members they have added to the project will not be sent the email inviting them to work on the project.

Once this has been completed, if the user does not have a Fitwel account already, the new users should receive an email inviting them to work on the project, portfolio or account. If they already have an account on the Platform, then the project will simply be added to their account.

New users who receive an email invitation will need to follow the prompts within the email to create a new account before receiving access to the project.

Please note, oftentimes this email invitation may go to spam folders.

Additionally, the same instructions as above apply for adding users at the Account and Portfolio levels. You will navigate to the Account overview or Portfolio overview pages and select "Edit" on the "View Account Information" or "View Portfolio Information" page. 

Please reach out to us if you have any trouble with this process!