Introduction

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

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 ProjectWise Manage 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 – ProjectWise Manage, ProjectWise Engineer or ProjectWise Validate.

If they don't have an Entitlement granted, they will consume a ProjectWise Validate 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

Only Project Owners can Add / Modify roles and users. The project creator is the original Project Owner. Any user added to a project can be assigned as Project Owner and will be able to perform administrative tasks.

All Project Owners will consume a ProjectWise Validate entitlement.

 

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

The first Design project you create in Bentley Infrastructure Cloud will have three default roles Manage, Engineer, and Validate.

The permissions granted by these roles will match the permissions granted by the corresponding entitlement.

• Manage – ProjectWise Manage
• Engineer – ProjectWise Engineer
• Validate – ProjectWise Validate

Permissions will be ruled by entitlement and role, meaning that you can have a user with a ProjectWise Validate entitlement, and assign him a role based on Manage permissions. Or you can have a user with ProjectWise Manage entitlement and assign him a role based on Engineer permissions.

In both cases the lowest set of permissions take precedence over the higher.

Roles can be used to grant / restrict access or configure permissions for iModels and Forms.

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 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 week.

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.

Remove users

• Select the users you want to remove and click the Remove user button.

• Select Yes to confirm the action.

Assign Roles

• At any time in the project, you may want to assign a Role to one or more users. Just select the users and click on Assign roles.

• Select the role you want to assign the users and click Save changes

 

 

 

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