By accessing manage environment and clicking on "Users and Groups", a menu for managing user privileges and grouping will open. This article covers all actions that can be done to a user or group. The numbers indicated in the image below execute the following functions:
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- Invite users: enter the email address of the user you want to add to the project and click "+" to add, the user will receive an email with an invitation to join the project.
- Create a user: choose an e-mail to create a new user in your project.
- View groups: view the groups that exist within your project, edit them, or create new ones.
- Search user: search for a specific user (by name or e-mail).
- Filter: filter by group, status and/or user type (master, administrator, expert and viewer).
- Mobile view configuration by user: in this menu you can define which users in the project will have access to the mobile version.
- View activities: see what activities each user has performed in your project.
- Refresh: update the user list.
Defining user type
When the user is created, by default it becomes a Viewer, if you want to change it, click on the user type icon and select the appropriate user type (Viewer, Explorer, Expert, Administrator).
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For more information about the user types in BIMachine, click here.
User management
By clicking on
in the user actions column, the following menu will appear:
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Profile: user profile menu, containing the user’s information, recent activities, and also the user permissions tab.
Send new password: send a new password to the selected user.
Change user type: another way to perform the function explained above about changing the user type.
Remove user: delete the user from the project.
Add to a group :
select a group for this user to join.
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