- [Instructor] In this video I'm going to begin adding members
and their companies
to a global directory
for our projects.
Now, there's actually two places
that you can add members and companies
in BIM 360 design.
You can do it at the account level
and Account Admin where I am right now
or you can do it at the project level.
Right now I'm at my Account Admin
but if I click on either one of my projects right here,
notice that I have members
and companies at this level.
Now what's the difference between
the members and companies at this level
and the ones that I just saw back at the account level?
Well, if I were to add a member or a company down here
it would only be available to Landon Hotel.
It would not be available to my entire account.
So if I needed
to have the same member work on one of my other projects
I would have to add them again.
But if I come to my module picker here
and choose Account Admin
and that's how you get out of a project
and back up to the account level,
the members and companies items here
are how you add global entries to your overall directory
and then those will be available to all your projects.
So I think in most cases
it makes more sense
to add your members and companies at your account level
because then it just makes it a little bit more flexible.
But it is of course entirely up to you.
Now I'm going to start with companies
because when you add members
it's required that you assign them to a company.
So I think it's just a little more efficient
if you build the companies first
and then you can assign those to multiple members.
So here on the companies tab,
let me click the Add button right here.
Now all I need to do is type in at a minimum
a company name and a trade.
So I'll type in the company name
and then when I click here in the trade field
it actually turns into a drop down menu.
Now you can scroll through this list
and choose any one of the existing entries in here
or you can begin typing
to look for
an entry that you need.
Now notice when I start typing in structural engineering,
nothing appears and in fact
if we scroll down and we look at the SS
in the list here,
you can see that structural engineering is not included.
But it turns out that you can actually type in,
your own custom value.
And when you do
if you just simply choose that
it will add it to the list.
So even though it looks like at first
you have to choose something off the list
it turns out that you can actually add in
your own custom entries if you choose.
Now, the rest of the information is fairly self explanatory
the company address, phone number, website, description,
you're welcome to fill in any of those bits of information
if you wish.
The only thing that I'm going to do
is click this Browse button here next to company logo
and choose an image file
to assign as this company's logo.
So once I've done that,
I'll click save
and that adds my first company to the list.
Now I'm going to click add one more time
and add one additional company.
So this time, Heating Ventilating and Air Conditioning
is on the list so I can just simply start typing HV
and it will appear choose it off the list,
browse to a logo,
add that, click Save
and then that completes my list of companies.
So I have my list of companies.
Now I want to begin adding members
and they will be assigned to these companies
that I've added.
So I'll come over here to the members tab.
And we've been here before
but the last time we were here
we were adding admin level users.
This time, we're going to be adding just regular members
to the project.
Now if we click this Add drop down
there's two ways that you can do that.
We can use the import members by spreadsheet
and this is really handy if you have lots of members to add.
So if it's a really big project
and you need to add lots and lots of people
you can click this option.
Click this link here that will download
a template file
in Excel format.
Open it up there's instructions in there,
fill it out, re-save it
and then you would upload the re-saved version right here
we Choose File and that would add all of your users
in one step.
So that's the best way to do it
if you have lots of users to add.
If you just have a small handful of users to add
it can be just as quick
to do it with this first option here,
add people to the Member Directory.
This is because
you can simply type in one or more email addresses
in this field here
and add them that way.
So I'm going to type in my first email address.
After you type in the address press Enter
to accept that name
and then you can type in the next one,
press Enter again
and I'll do one more
and press Enter to accept that final name.
If you realize that you want to
eliminate one of these names
you can click the small x here
and that will clear the name from the list.
Otherwise click Add
and it will add all three of those names to the list
and notice here the default company is required
and this is why it was important
to create our company list first.
Because now, if you simply start typing in
one of the company names, notice that they will appear
on a drop down list there.
And notice that it searches for the letter you type
or letters you type anywhere in the name.
So it's finding P in MEP and in Pinnacle.
Now if I type I
then it only goes to Pinnacle
because that's the only company name
that includes those two letters.
And then I can just choose that off the list.
I can assign a default role
which later will be useful in assigning
the default level of permissions for this user.
So I'm going to choose Architect for Deshi,
Freya is part of my MEP Engineering Company.
So I'll begin typing MEP,
choose that name off the list
and her role is an engineer
and Shad is
also part of Pinnacle
and his role is a BIM Manager.
So go ahead and assign your companies
and your default roles
and then you simply click Save
to add all of those members to your list.
So now that I've created this master directory
I'm now ready to begin inviting these users
to my individual projects.
So you can add as many more users as you need
before moving on to that step
and we will look at doing that in the next video.