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
1. 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	Modify custom metadata, table columns, ECO, and BOM settings User management Cancel check-outs made by other users	Automatical Editor access on all Projects
Member Day-to-day user of Bild	None	Need to be invited to Projects they did not create Can be assigned any role or custom role
Viewer Passive user of Bild	None	Need to be invited to Projects Can only be a Viewer on any project

Project Level Roles & Permissions

	Capabilities
Viewer	Create/manage feedback items, create/manage notes, create/download packages, view version history, download files, share/create/regenerate/delete links, review and comment on approvals BOMS: Create versions, exports BOMs, create views Suppliers: Add Suppliers and Remove Suppliers
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