1. Welcome
    1. Use and limits
    2. Objective
    3. Introduction
    4. Overview
    5. System requirements
  2. Get started
  3. Benefits
    1. Buildings geolocation
    2. BIM management
    3. Documents
    4. Project management
    5. Asset management
    6. Measure and monitor
    7. Dashboard
  4. Home page and user interface
    1. “Building in Cloud” command
    2. “User profile” command
    3. “Notify” command
    4. “Settings” command
    5. The “Current position bar”
    6. The “Main menu toolbar”
    7. The “Command menu area”
    8. The “Working space area”
    9. The “BIM button”
  5. Settings and configuration
    1. Main settings
      1. System settings
        1. Manage the system settings
          1. Manage the Organizations
        2. The General command
        3. Subscription
      2. Users and permission
        1. View system user
        2. New user
        3. Manage user
          1. Roles and permission
    2. Buildings settings
      1. Manage building settings
        1. Geolocation of buildings
        2. Manage buildings
    3. General settings
      1. Registries
        1. New companies
      2. Components
      3. Lists
        1. Add entries to the list
        2. Edit the list entries
  6. BIM Management
    1. BIM Model management
      1. BIM property
      2. Display commands
      3. BIM actions
      4. The “BIM button”
  7. Building Explorer
  8. Buildings
    1. New building
    2. Geolocate a building
    3. Manage buildings
      1. Delete a building
    4. Linked BIM model
      1. Building’s floors
    5. Building file
      1. Information management of a building
      2. Construction’s data
      3. Water and gas installations
      4. Electrical and special systems
      5. HVAC system
      6. Print Building File
    6. Cost Information
  9. Team
    1. View the team members list
    2. Invite users
    3. Team management
    4. Skills
      1. Skills management
    5. Team members communication
      1. Send messages
      2. Manage messages
      3. Notify
        1. View notifications
    6. Team Member filters
  10. Documents
    1. View content
      1. Details of a document
      2. View documents
      3. Register
      4. Task with a document
      5. Issue on a document
    2. Organize documents
      1. Create a new folder
      2. Delete documents
      3. Access permission
        1. Manage access permissions
    3. New documents
    4. Document management
      1. Actions on documents
        1. Check-in / Check-out
        2. Move
      2. New version
        1. Create the QR code to associate to a file
        2. Verify document version
      3. Recover documents
      4. Documents filters
  11. Tasks
    1. View tasks
      1. Dashboard
        1. View dashboard
    2. Organize tasks
      1. Create a new task
        1. Property
      2. Tasks management
        1. Check lists
        2. Documents
        3. Task’s notes
        4. History
      3. Delete
      4. View in the BIM model
      5. Print/Export
    3. Tasks filters
  12. Issues
    1. View issues
    2. Dashboard
      1. View dashboard
    3. Organize issues
      1. Create a new issue
        1. Property
      2. Issues management
        1. Check lists
        2. Documents
        3. Issue notes
        4. History
      3. Delete
      4. View in the BIM model
      5. Print/Export
    4. Issues filters
  13. Spaces
  14. Components
    1. View components
    2. New components
    3. Gestione componenti
      1. Cancellare i componenti
      2. Stampa/Esporta
      3. Azioni sui componenti
    4. Visualizzare i componenti di un edificio nel modello BIM
    5. Tipi di componenti
    6. Search components by Tag
    7. Components filters
  15. Safety
  16. Service level
  17. 4BT CE
    1. 4BT-CE Introduction
    2. 4BT-CE Welcome
    3. 4BT-CE Estimating
      1. Home
      2. Price List
      3. Manage Estimate
      4. Security Features
      5. Service Level Agreement
Relevant Links

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.

 

The “Team” menu

 

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.

 

The “Invite in team” command allows you to invite users to become a building team member.

 

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 “Invite in the team” Pop Up allows you to invite a user to become a member of a building team and assign roles.

 

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.

 

 

Email a user receives inviting them to become a building team member.

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« View the team members listTeam management »
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