How to invite users to become a team member of a building
To invite a user to become a team member of a building, select the “Team” command menu as shown below.
A building needs to invite new users to join a team.
To invite a user to become a member of the team select the “Invite in Team” command as shown in the figure below.
Following the selection of the “Invite” command, a Pop Up appears, as shown below, to choose the user to be invited, the associated organization, and the Competence and the Role that the new team member will play.
The following are mandatory fields for inviting a team member to a building
Building: Select the Building to which the team member is associated; the active building is highlighted in the “Current position bar” is already proposed by default.
User name / Email: Enter the user name or user email already present in the system or enter an email address of a user not yet present in the system. The field facilitates the search for existing users in the system.
If a user who is not yet present in the system is invited, they will automatically become a System User and part of other Teams as requested.
Company: If a user already present in the system is invited to become a member of the team, this field is automatically populated.
Skills: Enter the Competence to associate with the team member in this field.
As previously described, the same system user can belong to different building teams with different roles and/or competences.
Please refer to the following section to describe the capabilities of the “Skills”.
Role: Enter the role to be associated with the team member.
As previously described, the same system user can belong to different building teams with different roles and competences. The role defines which activities can be performed by the team member of a building. The assignment of the correct role is an important aspect to take into consideration both from the point of view of operations efficiency and safety.
The choice of the role to associated with the team member controls access to information and activities required for the correct execution of his task within the team.
To find out which roles are available and what are the privileges and permissions associated with it, see Chapter “Settings >> System settings >> Users and permissions”.
After completing all required information and “OK” is selected, the new team member will receive an email similar to the one shown below. The invited team member must definitively accept to become a full member of the team building.