This article explains how you can add users and organisations to your BriefBuilder environment.
Adding users
As environment administrator, you can add users via the user management menu that can be found in the upper right corner of your browser.
- Click on Environment settings
- Click on Users
There, you have to go through the following steps.
Step 1: Create a user account
Create a new user account by clicking on the + symbol
If you have to create a lot of user accounts, it may be a good idea to import these via Excel. This can be done via the import button at the top of the table (see screenshot below). Read here for more info.
Step 2: Fill in the user’s details
Add details for the account that you want to create:
- Name: the person’s name (this name will, for example, be used in Comment section)
- Email: the person’s email address.
- User name: the name that has to be used for logging into the application.
- Organisation (optionally): the organisation the person works for. Note: you first have to add the organisation to the list. See here for how to do that.
Please note: if users have access to multiple environments, make sure that they have a unique user name for each environment. What we typically do is to put the environment’s name behind the user’s email prefix.
Step 3: Select environment role
In this step, you can select what environment role a user should have.
There are the following four possibilities:
- Project model user (the default): can edit or view data in project models that have been linked to this account.
- Project model creator: can create new project models and see project models that have been linked to this account.
- Environment editor: can create new project models and see all other project models.
- Environment administrator: same as above, but can also do user management.
When done, click on Add.
As a default, newly created users get the role project model user, which means that they can only view or edit project models that are explicitly linked to their account (which is step 4).
Click here for a more detailed explanation of the different roles.
Step 4: Select project role
Once you have added a user to the environment, that person is not yet linked to a project! So, the last step is to link a user to the project model(s) to which he or she should have access.This can be done in the project model column, where you will an orange icon.
Click on this icon and select for each relevant project what project role that user should have.
Please note that the names and permissions for these roles are defined on a project model level. More explanation about how that works can be found here.
You can also change a user’s role via the settings menu of your project model (Navigation menu > Settings > Project model > User access)
Step 5: Send invitation
Send the invite to the user by clicking on the mail icon. The e-mail contains the user name, a link for (re)setting a password, and a link to the application.
Note: you can only invite users if they have been linked to a project (otherwise they would just end up in an empty environment)
TIP: If you adding a lot of new users, you can invite them all at once by means of the icon at the top of the page.
Practical note: if people say that they haven’t received the activation mail, it can be that it ended up in their spam box!
Adding organisations
As mentioned above, you can link user accounts to organisations.
The advantage of linking user accounts to organisations is that this allows project model users to address comments and assign verifications not only to persons, but also to organisations (e.g. Architecture firm A, Contractor B etc.)
Adding organisations can be done in the following way:
Step 1: Go to Organisations in the user management menu
If you have administrator rights, you’ll see a menu item called Organisations in the upper right corner of your screen, under User management. Click on it.
Step 2: Add a new organisation
Click on the button next to the header’s name to add a new organisation. Write the name and click on Add.
Note that you can also add an abbreviation and/or a favicon/logo for each organisation. In the application, these will be used in various kinds of overviews.
Step 3: Link users accounts to the organisation you have added
To link any of the existing user accounts to the newly created organisation, you return to the overview of user accounts.
In that overview, go to the column Organisation and select, per user, to which organisation they belong.
