Inviting Users to Bild
Only Admins can add users to Bild. As an admin:
Go to Company Settings in your global settings in 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
Adding Users To Projects
Managing Project Access via Account Setting
Navigate to Company Settings via your account settings (top right-hand corner)
Click on the Users & Roles tab
Click on the user you would like to edit project access to
Via the project drop-down, you can add them to a project they previously had no access to or update their role for a project(s)
Select Update
Adding Users via Project Settings
An alternative way to grant existing users access to Projects is in the Project Settings tab.
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.
Removing Users from Bild
Similar to adding users, only Admins can remove users. This will completely remove the user from the Bild account.
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 Projects
Removing Users From a Project - Account Setting
Navigate to Company Settings via your account settings (top right-hand corner)
Click on the Users & Roles tab
Click on the user you would like to update project access for
Via the project drop-down select "No Access"
Select Update
Removing Users From a Project - Project Setting
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 the Users tab
Click on the "X" next to the user
Roles & Permissions
Account Level Roles & Permission
Role | Account Permissions | Project Permissions |
Admin Responsible for managing the overall account and settings of Bild |
|
|
Member Day-to-day user of Bild |
|
|
Viewer Passive user of Bild |
|
|
Project Level Roles & Permissions
| Capabilities |
Viewer | Create/manage feedback items, create/manage notes, create/download packages, view version history, download files, share links |
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 |
Creating Custom Roles & Permissions
Only Admins can create custom roles:
Go to Company Settings in your global settings in the top right-hand corner
Click on the User Management tab
Click Roles
Select Add Roles
Title the role and specify the roles' permissions by selecting the checkboxes for each action
Click Create