Managing Project Users

Estimated reading: 2 minutes

The Account Manager or Account Administrator creates a project and automatically becomes the Project Administrator.

Account Administrator can manage all projects, project versions, and project users. To access project data or the BIM model, the Account Administrator must be added as a Project User or Project Administrator to the specific project.

To add a New User to the created project and manage access, follow the steps:

Click on the Manage Project Users icon within the User Management form to see the Project Users list, Company Name, Roles, and Access Rights
To add new users, click on the Add New Project User command. New project users can be added or removed only by the Project Administrator
Type the user’s name within the Add User field. If the user is added to the account*, it will appear in the drop-down list. Select the desired user from the drop-down list
Choose the user Role from the drop-down list. The Administrator also has the right to give other users Administrator Rights by checking Administrator check box
Check which BEXEL Modules will be accessible to the new User on the current project. Choose Apply to All Project Versions option to add the user to all current and future project versions, or leave unchecked to add the user only to the current project version
Click on the Add New User Command → New User will appear within the Project User Management list.

Note

* Users can be added to the Account only by the Account Administrator. Usually, one person has this role and manages adding new users to the account.

Tips and tricks

Clicking on the column chooser button enables the selection of visible columns.