Users & Permissions

As a Project Manager, Admin or co-Admin

Access Users & Permissions from burger menu on the top right corner.

Users & Permissions then gives access to Users, Groups, Roles, and Permissions.

In Roles, see all predefined roles & permissions.

As a result:

• Those groups and custom roles created by any Project Manager, Admin, or co-Admin now become available at the account level for any project created in the account.
• All Project Managers, Admins, or co-Admins can see and edit all the groups and custom roles from all other Project Managers, Admins, or co-Admins, thus facilitating the management and synchronization of this information.
• To create a custom role, click on the green Add Role button at the top right corner. The icons in the action section allow to view the permissions, edit, and delete custom roles.

Project managers and users with the required permissions (displayed in the Users & Permissions tab within the Permissions section) such as BIM/VDC manager role are responsible for managing the users on projects. They are the only ones who can add or remove users from a particular project and should be contacted in case of any changes needed.

Without Project Manager, Admin or co-Admin role
Access to Users & Permissions is blocked, so it's not possible to create any group of users and create any custom roles.

Having a permission of Manage Project Members (ex: BIM/VDC Manager role), it's possible to add users to a project by email invitation. The user(s) will be added to the Account Users list.