Before a user can be added to a project or a project phase in BIMcollab, they first need to be added to the space as a new user.
A new user can be added in one of two ways. Firstly, by an Admin from the Admin page. Or secondly, by a regular user with additional permissions to add users. Both options are explained below.
Add a new user as an Administrator
The space administrator can add a new user by following the steps below:
Go to the Space Administration dashboard by clicking on the gear icon in the top right corner
Select the 'Users' page
Click on the 'New User' button
Fill in the new user information and their space role (Regular User or Administrator). Also determine which modules this user is allowed to use, by placing checkmark(s) at the Licenses section.
Then, click the 'Create' button.
Set Password.
After a new user has been created, they will be notified by email and prompted to set a new password. After setting up their login information, the new user will be able to log in to the private BIMcollab space.
📝Note: After a new user has been created, they can be added to a project team from the project settings page. For more information about adding team members, see Add and invite team members in a BIMcollab space.
📝Note: For projects in the Document management module where project phases are used, users can be added to project phase teams as described in this article.
Users who are not yet part of the project can request to join the BIMcollab space by clicking on the 'Request to join' tab on the login page of the space.
Add a new user as a Regular User
By default, only space administrators have the ability to add new users to the space. However, they can grant Project Leaders additional permissions, allowing them to create new projects and add users, without giving them access to sensitive space or subscription settings.
These permissions can be assigned in the 'Create User' or 'Edit User' interface, under the Roles and Permissions section. From there, you can enable rights to create projects and/or manage users as needed.
Project leaders who have this right can create new users directly from the 'Add team member' dialog of their project.