Create New Lobby Account for Users

As an organization administrator, you can create new Lobby accounts in the Lobby application.

To create a new Lobby account:

  1. From the Navigation menu, select Organizations.
  2. On the Organizations page, locate the row where your organization is listed, and then select View Users, or select View All Users.
  3. On the Users page, select Add.

    The Account Setup wizard opens.

  4. On the Account username step, enter the user's work email address and click Continue.

    This is the email that the user will enter when signing in to Lobby.

  5. On the Account details step, do the following:
    1. In the Name fields, enter the user's First Name, Middle Name, and Last Name.

      The Username field shows the work email address you entered on the previous step and is not editable.

    2. The Email field is automatically set to the same email address shown in the Username field. Edit this field if you need the user's email address to be different from their username (work email). The email address you specify here will be used for communications.
    3. In the Language field, select the language for the user.
    4. In the Home Organization field, select the home organization for the user from the list of organizations for which you are the administrator.
    5. In the Password section, select one of the following:
      • User will need to set a password: An email will be sent to the user to set a password for their new account.
      • User will sign in through their corporate network (SSO): No additional actions required by the user.
  6. (Aconex accounts only) On the Projects step, select which projects the user should have access to and click Continue.

    To change the columns visible on the Projects step, click Columns. Select the columns to Show or Hide, and rearrange the columns as needed. These updates are saved for the next time you perform this action.

  7. (Aconex accounts only) On the Organizations step, review the list of the organizations that the new Lobby user will have access to, and if any additional organizations are needed for this user account, click Add Organization.

    The default list is based on the home organization selected in the Account details step and the projects selected in the Projects step.

    • On the Add Organizations panel, select any additional organizations and click Add.
    • When finished adding organizations, click Continue.
  8. On the Review and submit step, review the account details set so far.
    • (Aconex accounts only) In the Aconex accounts section, click the Edit icon if you need to edit the Aconex username before submitting.
    • If you need to make other changes, click any of the previous steps in the right panel and make your changes.
    • When finished, return to the Review and submit step and click Submit.

    The New Account Summary screen displays.

  9. Select Create Another Account to repeat this process for another user, or select Done to exit the wizard.