Inviting team members to a project

Adding Project Members to the Project

Collaborating with your team is a key part of any BIM project. Here’s how you can add members to your Bimefy project:

1. Accessing the Members Section

1. Navigate to the Settings Menu:
   • On the left-side menu, locate the Settings section.
2. Click on “Members”:
   • Within the Settings section, click on the Members button to manage your project team.

2. Inviting Project Members

1. Enter Member Details:
   • In the Members section, you’ll see an option to invite new members.
   • Enter the email addresses of the individuals you want to invite to the project.
   • Assign a role to each member: Owner, Approver, Task Team, or Consumer. See the Roles and Disciplines guide for what each role can do.
   • Assign the relevant discipline(s) (e.g., ARC, ENG, MEP, OTHER, or SHARED) so the member's access is scoped correctly.
2. Add Multiple Members:
   • If you need to invite more than one person, click on the “Add another one” link to include additional email, role, and discipline fields.
3. Send Invitations:
   • Once you’ve entered all the necessary details, click the Send Invitations button.

3. Managing Invites

1. Pending Invites:
   • After sending out the invitations, you’ll be able to see a list of Pending Invites. This section shows who has been invited but has not yet accepted the invitation.
2. Active Members:
   • Once a member accepts their invitation, they appear directly in the main Members list alongside everyone else already on the project, with their assigned role and disciplines.