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 Create Lobby Account wizard appears, with several steps for you to complete.

  4. On the Account email address step, enter the email address for the new user account and click Continue. The new user will sign into Lobby using this email address.
  5. On the Account details step, complete the following fields and click Continue.
    1. Name fields: Enter the user's First Name, Middle Name, and Last Name.
    2. Username: This is the email address you entered on the previous step. This field is not editable.
    3. Email: Use this field if you need the user's email address to be different from their username. The email you specify here will be used for communications. By default, this field is automatically set to the same email address as the Username.
    4. Language: Select the language for the user.
    5. Home Organization: Select the home organization for the user from the list of organizations for which you are the administrator.
    6. Password: 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 Close to exit the wizard.