Adding New Users to Bild and Existing Projects
Only Admins can add users to Bild. As an admin:
Go to Company Settings in your global settings on the top right hand corner
Click on the Users & Roles tab
Click Add Users
Type out the email address(es) of anyone you'd like to invite
Press Enter after every email address so a bubble forms around their email address
Specify that new user's role - Admin, Member, or Viewer
Specify the new user's project access - No Access, Viewer, Collaborator, or Editor
Click Add
See below for user roles and project access.
"No Access" to projects will not hide those Projects in the Bild dashboard, but those will be grayed out with a Lock icon.
Adding Users to Projects Individually
An alternative way to grant existing users access to Projects is in the Project Settings tab.
Insert an element
Navigate to the specific Project you'd like to add users to
Click on the Settings icon on the left hand side
Select the Users tab
Start typing out the email address of the user you'd like to add, then click on that User
Specify their access level - Editor, Collaborator, or Viewer
Click Add
Users must be invited by admins to join your Bild account first, and must complete their profile creation for them to appear as options for users to add to Projects.
Deleting Users
Similar to adding users, only Admins can remove users. This will remove the user from the Bild account completely.
Navigate to the Users tab in your Admin Settings
Click on the user to delete
Click Delete
Type out the name of the user as specified in the dialog window, and click Delete
Removing Users From a Project
Admins on the account are automatic Editors on all Projects, and cannot be removed. All other Members and Viewers, who can have Editor, Collaborator, or Viewer access to a Project, can be removed from a Project.
Insert an element
Navigate to the Project
Go to Project Settings
Click on. theUsers Tab
Click on the "X" next to the user
Roles & Permissions - Account Level
Role | Account Permissions | Project Permissions |
Admin Responsible for managing the overall account and settings of Bild |
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Member Day-to-day user of Bild |
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Viewer Passive user of Bild |
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Roles & Permissions - Project Level
| Capabilities |
Viewer | View Files, create feedback items, write notes, create BOMs and packages, view version history, download files, share links, update metadata properties |
Editor | In addition to Viewer capabilities, Editors can add/remove files, change project names, delete projects, check out/check in files, recover previous versions, and add users to projects. |
Collaborator | Can do everything an Editor can do, other than manage feedback items on the Kanban board |