Manage Your Team

Introduction

Bentley Infrastructure Cloud allows to add internal or external users to Projects as well as create roles and assign them to the users.

By default, external users must Bring their Own License.

Project Owners may decide to provide licenses for external participants added to the project. To modify this setting refer to the document Edit Project Details.

If the project is configured to provide licenses for external participants, these participants will be granted Bentley Infrastructure Cloud entitlement permissions. Charges associated with external participant usage will be attributed to the ProjectWise Subscriber's Organization.

This setting does not affect Inviting External Organizations to Collaborate through Deliverables Management. In this case users must Bring their Own License.

Users must have a valid Entitlement granted – Bentley Infrastructure Cloud Connect or Bentley Infrastructure Cloud ProjectWise

If they don't have an Entitlement granted, they will consume a Bentley Infrastructure Cloud ProjectWise entitlement. Please refer to the following document to learn more about Pre-requisites and Entitlements.

To learn More about Entitlements and Entitlements Group.

Who can Add / Modify Roles and users

The project creator is the Project Owner. The Project Owner can create Administrative Roles and assigned them to specific users who will then be able to perform specific administrative tasks.

Manage your Team

Access Manage your Team

To access Manage your Team, from the left Menu bar, select Administration and Manage your Team

Manage Roles

Roles can be used to grant / restrict access or configure permissions for Administrative tools, iModels, Forms, Deliverables Management, etc.

To add, modify, assign, or remove roles, go to Administration – Manage your Team and select the Roles tab.

You will see a list of Roles and how many users are assigned to each one.

Add roles

To add a new role, select + Create Role

A right side panel will pop up where you must input the Role Name and Description.

For each role in a project, you can configure the permissions the role will have.
Once everything is configured, click Save to Save the new role.

Review roles permissions

If you want to review the permissions configured for a role, just click on the role and they will show in the right-side panel.
Click on Expand All to see all the list of permissions.

Modify roles permissions

Select the role and click on Edit role.
Modify the desired permissions and click Save.

Delete roles

If you want to delete roles, just select the roles, and click on the Delete roles button.

Select Yes to confirm the action, or No to cancel

Manage Users

Project Owners or users with a role with Add/Remove Users permissions, can Add or Remove users, as well as modify their roles.
Users can be added individually or in bulk through an excel spreadsheet.

Add users

To add users individually select + Add users.
A right side panel will pop up where you will add participants and assign the desired role or roles

Type in the name or email of the user you want to add.

To add users from external organizations, just type in the email address.

External participants

External participants will receive an email notification with an Invitation to collaborate on your project.

The external user must Accept the invitation to access the project. If the user does not Accept the invitation, it will expire in a period of time.

The list of external users will appear in the Invitations tab.

Once the user Accepts the invitation, he will be listed in the Users tab.

Select Role

Select the role you want to assign to the users and click on Add.
If you add several users in one step, they will all be assigned the same role. This role can be modified later.