1-minute summary of this article
To facilitate cross-organizational collaboration, BIMobject allows you to invite your teammates through the Admin tool.
Functionality within BIMobject is governed by the use of roles, of which you can find a summary in the article.
Users with the Brand Administrator role can add and remove roles from other users within the brand, making sure everyone can access the functionality they need.
Inviting people to your team on BIMobject
Working alone can be a challenge, especially when the task at hand involves managing an entire brand presence on the world’s largest platform for BIM content. That is why BIMobject provides the ability to invite your colleagues across the organization to help out with everything from managing content to launching marketing campaigns.
To invite people to your team, go to the Teams tab in Publish
+ Add user
Allows you to add a user who is already registered on BIMobject to your team, by specifying the email address they used to register on the platform.
If you want to add a user to your team who is not already registered on BIMobject, this option allows you to invite a single user by email and specify the roles they should have.
Allows you to add multiple users to your team at once using a provided excel template
+ New Group
Allows you to assign users within your team to a named group.
Managing users and assigning roles
Beyond inviting users to be a part of your team, these users can also be provided with different roles which will govern what functionality they can and cannot use throughout the platform. Regularly ensuring everyone has access to the tools they need greatly reduces friction when working with BIMobject and maximizes efficiency.
Who can manage user roles?
It is important to remember that only users with the Brand Administrator role can edit the permissions of other users on the team. If you are a brand administrator, you can see all users currently on your team in the Active users view. Any pending invites to the team are shown in the Invited users view.
How to manage users and their roles
In the Active users view you can either use the pen symbol to edit a single user, or select many users by checking their user boxes on the left-hand side of the table and clicking on edit users above the table.
In both cases, a dialog will open where you can select the roles you want to assign or remove. Note that in the case of editing multiple users, any role assignment or removal will be made for all selected users, which can be useful if you want to add e.g. the Campaign Admin role to many users at once, but less useful if you’d like to make one user a Product Manager, and another a Campaign Admin. The latter case would rather be achieved by editing each user individually.
A user can also be removed from the brand by clicking the trash icon on the far-right.
BIMobject contains a lot of different functionality. The table below aims to explain what the available roles do, in order to help you assign the right role(s) to each user on your team.
The Brand Administrator has full access to your brand administration and is the only one able to add team members and assign roles to them. This user also sets up all the information and settings for the brand and defines the brand and product regions.
The product manager creates and manages the brands products pages under the products administration area. They can update all the product information, upload files and do all the translations to keep the information up to date.
A content developer can manage and upload files connected to a product page without having access to any other brand related data.
Campaign admins are the only members of a brand that can launch promotional activities (launching email campaigns, promoting products and promoting collections).
Note that any other brand member with access to the business application can create email campaign drafts, send them for review and generally curate content, but only campaign admins are able to launch the campaigns to an audience group.
Brand Viewers can connect to all parts of the product as a view only user meaning they can’t do any changes. They can view all the product pages, but can't upload any files, edit any fields or change the publication status of the product pages or files.
They can also access all areas of the Audience, Analyse and Promote areas but can’t create anything or do any changes.
Members given this role will appear on the product page as a contact for end users. Examples would be sales, technical support and product specialists. Users with this role are required to have regions set on them to match the professional users that browse your product pages.