Manage Account Members

Account administrators can manage all account members and their properties from the Members tool in Account Administration. Properties include:

• Company
• Role
• Access level
• Subscriptions

Member Statuses

There are three member statuses that can appear in the members tools:

• Active: Members that have been invited and have accessed a product.
• Invited: An invitation has been sent but they haven't accessed a product yet.
• Not invited: If a member appears as "Not invited" they have been added to the account but not invited to any projects. Not invited appears only in Account Admin.

Add Members

You can add members in two ways. The default way is flexible. The legacy method is sometimes faster. When you enter emails, the default lets you assign different companies and roles to each person. The legacy method assigns the same company and role to all members added at once.

Default Add Members

1. Click Members from the left navigation to open the Members tool.

2. Click Add members.

3. Enter an email address for the members or paste in a list of email addresses separated by commas, tabs, spaces, or semicolons.

   

4. Click Enter on the right, to add the members to the member table.

   

5. Optionally, if name fields are empty, you can enter the member's first and last name. These will be suggested when they are creating their profile.

6. Select a Company and Role for each member. The company and role can be used to quickly apply permissions to members.

   Note: Roles update the access level selection. You can manually change the access level after selecting a role.

7. Choose the access level for the members.

   • Account administrator: Members are added as other account administrators.
   • Executive: Members are given access to account-specific dashboards in Insight. See Executive Overview to learn more.
   • Standards administrator: Members are given access to the Library and Templates tools in Account Admin, but no other Account Admin tools are visible to them.
   Note: If you don't select any of the checkboxes, the new members are added to the account and are made available to project administrators to add to a project. The newly invited members won't receive an invitation yet. Invitations are sent when a member is added to a project.

8. Click Send invitations to send email invitations to the members.

Bulk changes adding members

If you are using the default invite workflow, you can make the same changes to multiple people.

1. Select the members you want to make changes to.

   

2. Click Edit. A panel appears on the right.

3. Use the drop-down lists in the panel to make changes to the members' company, role, access level, and product access.

4. Click Save.

Legacy Add Members

1. Click Members from the left navigation to open the Members tool in Project Admin.

2. Click the drop-down list .

3. Click Legacy add members.

4. Enter an email address for the members or paste in a list of email addresses separated by commas, tabs, spaces, or semicolons.

   Note: Only 100 members can be added at once.

   

5. Select a Company or Role for the members. The company and role can be used to quickly apply the same permissions to multiple members.

6. Choose the access level for the members.

   • Account administrator: Members are added as other account administrators.
   • Executive: Members are given access to account-specific dashboards in Insight. See Executive Overview to learn more.
   • Standards administrator: Members are given access to the Library and Templates tools in Account Admin, but no other Account Admin tools are visible to them.
   Note: If you don't select any of the checkboxes, the new members are added to the account and are made available to project administrators to add to a project. The newly invited members won't receive an invitation yet. Invitations are sent when a member is added to a project.

7. Click Invite to send an email invitation to the members.

After the members are added, you can edit their company, role, access level, and product access:

1. From the Members tool, click the member's name in the list of members.

2. In the member profile on the right, define the member's Company and Role.

3. Select the member's Access level:

   • Project member
   • Project administrator

4. Turn on or off access to individual products to use on this project:

   • Docs
   • Build
   • Cost
   • Insight
   • Design Collaboration
   • Model Coordination
   • Takeoff
   Important: If you turn off access to Docs, the member will lose access to all products and will be removed from the project.

5. Expand the menu on individual products to view the product-specific permission levels. Click the links to the individual tool permissions to make adjustments.

External Subscriptions

If someone has an external subscriptions, you can assign subscriptions to them the same way. External subscriptions are not counted against your internal subscription count. You do not need to assign a subscription to someone with an external, but you can to prevent any downtime if an external subscription is removed.

Remove Members

To remove a member:

1. From the Members tool, click the member's name in the list of members.

2. In the member profile on the right, click the More menu and choose Remove member .

   Tip: You can also hover your cursor over the member's name in the list of members and click the More menu and choose Remove member.

Members removed from the account are removed from all projects in the account.

Finding Members

In the members tool, you can find specific members to modify their settings using the search and filters. Select a column to sort by that column.

You can filter by the following:

• Status: Find the members based on the status of their invitation.
• Company: Find a specific company that needs to have member's access or subscription modified.
• Default Role: Find people based on the role specified in Account Admin. The default Role in Account Admin can be different from the role assigned to a member in a project.
• Access Level: Quickly see a list of your administrators.