To Add Members to a Project

As a project administrator, you can invite members to a project. You can also assign member permissions and project roles, such as architect or subcontractor.

Invite New Members

1. Click Profile menu > Project Admin.
2. Click Members .
3. Click (+) Members.
4. In the Add Members dialog, you can add one or multiple members to a project at the same time.
   • Add new members by entering their name or email and press Enter.
   • You can also add members who have previously been added to the BIM 360 account. Search the account directory by entering a name, email, or company. Select a result and press Enter.
5. Enter the member's name, email, and company.
6. Specify a user role.
7. (Optional) Specify project access rights as needed, including Project Admin, Document Manager, and Photo Viewer.

   

8. Click Add To Project to send the Welcome to BIM 360 email. This email allows users to activate their membership and access the project.

Import Members from an Excel File

1. Click Profile menu > Project Admin.
2. Click Members .
3. Click More Actions > Import.
4. For a first-time import, click Download The Member List Template to download the spreadsheet.
5. Replace the sample members with your actual members, one per row.
6. Save the completed spreadsheet as an XLS file and close it.
7. In the Import Members window, choose Browse to navigate to your saved XLS file.
8. Click Start Import. A message appears when the members have been uploaded successfully.
9. Click Done.