Add Team Members
This page outlines the process for adding team members to a project in BIM360. This is a task that requires Project Admin permissions in order to fully set up. However, a member with Folder Control for their team is able to add members to their team by following the process below. For those Level Two Consultants, please see the page on Level Two Consultants.
process
Step 1 - A Team Manager is assigned.
Equip will add a designated individual to be each consultant's Team Manager.
This is done during the initial onboarding process.
Step 2 - The Team Manager adds members.
Navigate to the team's folder (MEP, Structure, etc.) in the Document Management module.
Use the three dots (hidden) next to the team's folder name to access Permissions.
Once in the Permissions window, click on the Add button.
Add the desired team members by entering their email addresses and assign the appropriate permission level from the drop-down.
Step 3 - Equip adds additional team member's information.
Once team members have been added, please notify the Equip PM via email. An email should be sent anytime a new team member is added by the team manager in order to ensure they have full access. In order to cut down on the number of times this is required, please add anticipated team members in bulk where possible.
Equip will then add company and role information for each added team member.
Until this step is complete, team members will not have access to the Design Collaboration module.