Manage Team Members

When teams have been set up in Design Collaboration, project administrators can add members to each team, and manage their permission levels. Permissions for individual members in a team are used to control who can view, edit, and share work with other teams.

1. Use the Module selector to switch to Project Admin.

2. Under Services, click Design Collaboration in the left panel.

3. Select the checkbox for a team.

4. Click Manage team members.

   Tip: You can also click in the Members column for a team.

5. Start typing the name of a project member, company, or role.

6. Adjust the permission level for the member, company, or role. Available permissions are:

   • View: View the relevant team's WIP folders. The view permissions are added to the global Shared folder and the team folder in Document Management.

   • Create: Publish from Revit Cloud Worksharing or Document Management into the relevant team's WIP folder, create and update WIP packages, and consume packages from other teams. This is in addition to the view only permissions. The view permissions are added to the global Shared folder and the create permissions are added to the team folder in Document Management.

   • Edit: Share packages with other teams in addition to the create permissions. The view permissions are added to the global Shared folder and the edit permissions are added to the team folder and the team's Shared folder in Document Management.

   • Manage: Add the contents of a package to a document set in Document Management and schedule the regular publishing of a package. The view permissions are added to the global Shared folder and the manage permissions are added to the team folder and the team's Shared folder in Document Management.

7. Click Add.

8. Repeat for additional members, companies, or roles.

9. Click Close.