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, both options are explained in the article:
By a space admin in the Space administration page
By a regular user with permission to add users on the project side
💡 Tip: If you need to add multiple users at once, you can use the bulk import option instead of creating users one by one. See Import users into BIMcollab for more information.
Add a new user as an Administrator
Space administrator can add a new user by following the steps below:
Go to the Space Administration side by clicking on the gear icon in the top right corner.
Select the Users tab.
Click on the New User button.
4. The Create user menu opens.
In this menu, you add the user information and set permissions, including:
(a) Company
Helps control visibility and responsibilities across issues and documents based on company assignments.
Learn more about using companies: Create and use companies in BIMcollab.
(b) Space role
Space administrator or User roles determine what the user can see and do:
Administrator: Full control over the space, including managing users, projects, document management (metadata, workflows, document naming convention, work packages) and subscription details.
Regular User: By default, regular users do not have any administrative rights. Their permissions are determined by their project and phase team roles.
(c) Can create projects / add users permissions
By default, only space administrators can add users, but they can grant selected users permission to create projects and add users without giving them full access to space settings.
Users with these permissions can add new projects from the My projects tab, and add new users from the project, as described later in the article.
(d) Licenses
Assign one of the two available licenses to users:
A BIMcollab license which provides access to the BIMcollab platform, where users can work with issues, documents, and projects.
A BIMcollab Zoom license (depending on your subscription), for advanced model checking features.
(e) Login
Administrators can choose the login method for each user individually.
Even if Single Sign-On (SSO) is enabled for the space, you can allow a user to log in using their BIMcollab credentials instead. This is useful when adding external users who are excluded from your SSO set-up.
Select Use space default (BIMcollab login) to allow login with BIMcollab credentials, or Choose login method if SSO should be enforced for that user.
5. Then, click the Create user button.
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 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 functionality 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 button 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. As explained above, 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 menus, 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.