Overview

This article will help users with how to add users to a project, how to set roles for those added users, how set a project up so that users outside of your organization can be added, and how to add the support team in case you need assistance. If you are adding a user from your company a project and haven't already added them to your IMS organization, please visit the Organization Add User Article so their user profile can be associated with your organization.

 

Setting up a Project so External Users can be added

External users are defined as users who are not added to your organization, are part of another organization in Bentley IMS, or are not affiliated with any organization in Bentley IMS. To add these users to a project, the project must have "Allow External users" enabled. If you will not need to add external members to the project, you can skip this section.

 

 

1. Organization and Asset Setting-  Begin by navigating to the project you would like to allow external users to access. Click on the Menu bar in the upper right corner of the page to expose a dropdown selection. Click on the "Organization and asset settings" button in the dropdown.

 

 

2. General settings- Click on the "Manage settings" portion of General settings tile. 

 

 

3. External members toggle- Ensure that the checkbox next to "Allow external team members" is checked.

4. Update settings- If the checkbox had to be enabled in the previous step, the "Update" button will turn blue. Click "Update" to save the settings. If you did not need to make a change, you can click "Cancel" to exit the page. 

 

Adding Users to the Project and Setting Project Roles

The steps below will show you how to add users to the project and assign them a project role. The project-level role configuration controls what a user can do within a project. For information about project roles, follow this link. Note: Users must be a Creator-level project role to add other users.

 

 

1. Organization and Asset Setting-  Begin by navigating to the project you would like to allow external users to access. Click on the Menu bar in the upper right corner of the page to expose a dropdown selection. Click on the "Organization and asset settings" button in the dropdown.

 

 

2. Navigating to Project Users- On the Organization and asset settings configuration page, there is a card called "Asset users and roles". Click the  "Manage asset users" link on this card.

 

 

3. Add Users- Click the blue "Add Users" button on the left side of the page in the toolbar. This will grey out the page and open a user addition sidebar on the right side of the window. 

4. Search bar- The search bar at the top of the sidebar allows you to add users by name (if they are in IMS under your organization) or by typing their email. The email option is recommended if the users are external. Once a name or email address is shown below the search bar, clicking on the name or email will add that user or set them up to be invited to the project if they are not part of your organization. Users selected will show up below the search bar, as highlighted in the image below. Multiple users can be searched and configured at once if you would like to give them the same project role. 

 

5. Assign Roles- Once you've selected the user or users to add to the project, you can select the role you would like to give them. Explanations of roles can be found here.

6. Add- Once your users and user role have been configured, clicking the "Add" button will send the selected users an invite to the project.

 

 

Adding Support Users

If you need support, please add Bentley support users and/or reach out to Worldsensing team for Thread-related support as you may need their user emails in order to add them to the project.

John Michael Callen - johnmichael.callen@bentley.com

Patric Reis - patric.reis@bentley.com

Nicholas Romano - nicholas.romano@bentley.com