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User Management

Updated over a week ago

Inviting Users to Bild

Only Admins can add users to Bild. As an admin:

  1. Go to Company Settings in your global settings in the top right-hand corner

  2. Click on the Users & Roles tab

  3. Click Add Users

  4. 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

  5. Specify that new user's role - Admin, Member, or Viewer

  6. Specify the new user's project access - No Access, Viewer, Collaborator, or Editor

  7. Click Add

Adding Users To Projects

Managing Project Access via Account Setting

  1. Navigate to Company Settings via your account settings (top right-hand corner)

  2. Click on the Users & Roles tab

  3. Click on the user you would like to edit project access to

  4. 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)

  5. Select Update

Adding Users via Project Settings

An alternative way to grant existing users access to Projects is in the Project Settings tab.

  1. Navigate to the specific Project you'd like to add users to

  2. Click on the Settings icon on the left-hand side

  3. Select the Users tab

  4. Start typing out the email address of the user you'd like to add, then click on that User

  5. Specify their access level - Editor, Collaborator, or Viewer

  6. 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.

  1. Navigate to the Users tab in your Admin Settings

  2. Click on the user to delete

  3. Click Delete

  4. 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

  1. Navigate to Company Settings via your account settings (top right-hand corner)

  2. Click on the Users & Roles tab

  3. Click on the user you would like to update project access for

  4. Via the project drop-down select "No Access"

  5. 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

  1. Navigate to the Project

  2. Go to Project Settings

  3. Click on the Users tab

  4. 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 Role on any project

Project Level Roles & Permissions

These are the out-of-the-box project level roles you can assign a team member.

  • Remember Viewer Members can only be assigned a Viewer level role for a project.

  • Remember Editor Members can be assigned any of these out-of-the-box project level roles or a custom role for a project.

Action Category

Action

Editor

Viewer

Feedback

Create Feedback

X

X

Edit Feedback

X

X

Move feedback across columns

X

X

Comment on feedback

X

X

Delete feedback

X

X

File Management

Add files

X

Delete files

X

Move files

X

Edit metadata of files

X

Edit children files

X

Download files

X

X

Rename folders

X

Create NMCs

X

Generate Download STPs and STEP (Universal)

X

Lock/Unlock files

X

Create Package

X

Versioning

Check Out / Check In for Versioning

X

Revert to previous version

X

View activity tab for versioning

X

X

Revision

Release or Cancel Revision

X

Edit Revision

X

ECO

Create ECO (Engineering Change Order)

X

Add Files to an ECO

X

Edit ECO

X

Remove Files from an ECO

X

Cancel ECO

X

Approvals

Create approval

X

Close approval with Approved, Rejected or Cancelled status

X

Review (only these people can be added as reviewers)

X

X

Comment on approval

X

X

Projects

Delete project

X

Rename project

X

Add users to project

X

Remove users from project

X

Change user permissions for project

X

Revert commits in project

X

Create branch in project

X

Delete branch in project

X

Change default branch in project

X

Remove branch in project

X

Merge branch in project

X

Sharing

Create version-specific link for sharing

X

X

Create link for file sharing

X

X

Regenerate link for sharing

X

X

Delete links for sharing

X

X

BOMs

Create BOMs

X

Create versions for BOMs

X

X

Create approvals for BOMs

X

Release BOMs

X

Edit BOMs

X

Export BOMs

X

X

Create views for BOMs

X

X

Suppliers

Add suppliers from files

X

X

Remove suppliers from files

X

X

Edit Metadata permissions of files for suppliers

X

Update suppliers

X

Creating Custom Roles & Permissions

Only Admins can create custom roles:

  1. Go to Company Settings in your global settings in the top right-hand corner

  2. Click on the User Management tab

  3. Click Roles

  4. Select Add Roles

  5. Title the role and specify the roles' permissions by selecting the checkboxes for each action

  6. Click Create

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