How to Add Internal Users/New user to your team

🧭 Step 1: Go to User Management.

1. Navigate to the Main Menu

2. Click on Settings

3. Under the Settings options, select User Management

✉️ Step 2: Invite a New User

Click the Invite New User button to open the invitation panel.

🔁 Step 3: Choose Whether It’s an Internal or External User

At the top of the invitation form, use the toggle-style selector to indicate whether you’re inviting an Internal team member or an External Collaborator.

📌 The available roles will adjust to the ones you've previously created. You can manage and customize these from the Role Management section in your account settings.

Here are some examples of internal vs. external roles:

• Internal roles: Admin, Project Manager, Design Team, Procurement Agent

• External roles: Client, Consultant, Installer, Owner’s Rep

💡 Note: External collaborators do not incur additional costs, while internal users count toward your billed seat usage.

🧑‍💼 Step 4: Complete the Invitation Details.

After selecting the user role group:

1. Enter the email address of the person you’re inviting.

2. Select the role from the dropdown list.

3. Assign projects by selecting one or more from the projects dropdown.

4. Set access level for these projects:

   • Edit – Allows the user to make changes within the project.

   • View – Read-only access.
     (Projects not selected will be inaccessible to the user).

5. (Optional) Add a personal message – This message will be included in the invitation email.

6. Click Send Invite to complete the process.

⚠️ Important: When you invite an internal user who doesn't already have a Fohlio account, one will be automatically created for them.
They will receive an email prompting them to set a new password before accessing the platform.

We hope this article was helpful, please rate the article, and reach us via Live Help if you still need assistance.