1. Invite at the Account Level
Add someone as an Account Administrator to give them access to all workspaces and all projects.
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Great for BIM managers, VDC leads, or administrators who need full visibility.
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Go to your Account Dashboard.
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Select Add Administrator within the Account tab.
Note: You must have Account Administrator permission to invite others.
2. Invite at the Workspace Level
Make someone a Workspace Administrator to give them access to all projects within that specific workspace.
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Ideal for regional leads or discipline-specific managers.
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Select the Manage button next to the Workspace Name.
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Choose Add Administrator in the Workspace Administrators tab.
3. Invite to a Specific Project
From inside your Project Dashboard, you can invite users as a:
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Manager - Full control of the project.
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Editor - Can contribute and modify content.
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Viewer - Read and comment only.
You can also organize teams by trade or discipline (for example, Architecture or MEP) and assign each member the appropriate role.
Enterprise Custom Roles
If you are on an Enterprise plan, you can create custom roles and permissions tailored to your team's needs for greater control.
