NB: Only users with platform admin rights can invite new users. 



After you log in, open Team Members.

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Here you'll find a list of all users in your organisation.

In order to create a new user, click on Invite user:

 

 

 

Enter the user's email address. To choose a user role, click on the arrow to the right of Cobuilder Collaborate:

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Here is the difference between the roles:


 

  • Company admin – if you created the Collaborate account, then you already have company admin rights. You are able to manage all the projects in the company’s account, create users and update the company profile. You can register as many company admins as you need.
  • Company user – the user will gain access to all projects in the company’s account without being able to make any changes.
  • Region manager – the user will gain access limited to specific regions only. He will be able to manage the projects in the respective region by adding products and inviting companies.
  • Region user – the user will gain access limited to specific regions only. He will be able to view all the project information without making any changes.
  • Project admin – the user will gain access limited to specific projects only. He will be able to manage the project by adding products and inviting companies.
  • Project user – the user will gain access limited to specific projects only. He will be able to view all the project information without making any changes.

 

You can also decide whether the new user will receive platform administrator rights or not. Click on Send in the top right corner when done:

 

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After the invitation has been accepted, the new user will be created. You can then choose which projects you want the user to have access to. Go to Manage Company from the menu on the top and then choose Manage users. Click on the user in order to open the Assign projects to user tab.

 

If you have created a region manager/user, you will have to assign them their region by going to the next tab Assign regions to user.

 

Click on Save when done.

 

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The invitations are valid for 30 days. You can resend an invitation or cancel it by clicking on Invitations: 

 

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and then opening the menu from the three dots on the right: 

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Learn more about creating users in goBIM here