To Add Members

The BIM 360 member directory keeps the master list of all BIM 360 members across all projects.

You can add individual members to the member directory or import members from a Microsoft Excel file. When you add members to the directory, any project administrator can use the search feature to invite them to the project without creating duplicate entries.

IMPORTANT: When adding someone to the Member Directory, you may choose to assign them a default role, which will determine their admin rights and service level access when they are added to a project. This role, and its associated access rights, may be over-written when inviting people to projects, or at any time from within the Project Members page. For example, assigning a member the role of Superintendent by default will grant them project admin rights for all services. These can be individually changed by clicking the Admin gear icon on or off.

Add Individual Members to the BIM 360 Directory

  1. In account administration, click Members.
  2. Click Add > Add People to the Member Directory.
  3. In the dialog, enter the person's email and click Add.
  4. Select the member's company and role from the lists and click Save.

    You can change the default company and role later if necessary.

Invite Account Administrators

  1. In account administration, click Members.
  2. Click Add > Invite Account Admins.
  3. In the dialog, enter an email address and click Add.
  4. Select a default company and role; then click Invite.

    You can change the default company and role later if necessary.

Import Members

You can bulk-import multiple members to an account by using a spreadsheet.

  1. In account administration, click Members.
  2. Click Add > Import Members By Spreadsheet.
  3. Do one of the following:
    • For a first-time import, click Download A Member List Template and open it with Excel. In the template, replace the example entries with your actual member details, one member per row, and save the file. Then click Choose File to select the spreadsheet.
    • If you have a properly formatted member list spreadsheet, click Choose File and select the spreadsheet.
  4. Click Start Import.

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