Invite new users

If you have User Administrator or System Administrator permissions, you can invite new users to join Fusion Online and assign them to the appropriate license, groups, and roles.

Steps to invite users

1. In the left navigation menu, go to Admin > Users.

2. Click the + invite new users button.

   • The invited accounts will remain in a Pending state until users complete the instructions in the invitation email.

   • For help with the login process, see Logging into Fusion Online.

Enter user information

In the invite form:

• Enter one or more email addresses in the Email Addresses field.

  • You can invite multiple users at once, which is helpful when onboarding a new team.

• Choose a License Type:

  • Team Lead – Full access to Fusion Online, suitable for project and portfolio managers. Team Leads are also eligible to install Fusion Desktop or Fusion Pipeline.

  • Team Member – More limited access. Cannot manage users, system settings, schedule a project, update a project, or add new projects.

• Select one or more User Groups to assign the users to.

  • Groups control the permissions and access each user will have.

  • If you don’t have a group that fits, see Use and manage groups to learn how to set one up.

• Fill in any additional user data that applies to all invited users (e.g., department, role, manager).

Send the invitations

When you're ready:

• Click Save to send the invitations.

• Each user will receive an email with instructions to log into Fusion Online.

• Once they log in, their account will be marked as active and they’ll have access based on the group(s) and license you selected.

See also

• Logging into Fusion Online – What new users need to know

• Use and manage groups – How to manage group-based access and permissions

• Manage Fusion Desktop licenses – Assigning desktop access to eligible users