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People and Permissions

Manage attendees to control their permission levels.

Invite People to a Meeting

There are three types of permission levels in meetings:

  • Organizers: Can edit meeting agendas, take attendance, and make meeting minutes official to send them to the distribution list.
  • Invitees: Can view the meeting and have meeting items assigned to them.
  • Project Administrators: Can view and edit all meetings.

The table below shows a full list of permissions.

Add Invitees

  1. Click Add invitees.
  2. Select members from the list. You can select more than one.
  3. Click Done.
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If they are not members of BIM 360 you can add external members. This can be done while adding other invitees.

  1. Click add invitees.
  2. Select Create non-member.
  3. Enter their first name, last name, and company into the mandatory fields. Email is not mandatory.
  4. Click Create.

Manage Organizers

To be an organizer of a meeting, you must be a BIM 360 member. Meetings must have at least one organizer.

Use the More menu next to an invitee or organizer to change their permission level.

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Permissions

Invitee Organizer Project Administrator
View Meeting img img img
Edit Meeting img img img
Invite Attendees img img img
Edit Attendee List img img img
Mark as Minutes img img img
Export PDF img img img
Filter Meeting img img img
Create Follow-up Meetings img img img

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