- So previously, we've established a list of companies
and began assigning members to those companies
and building out a membership directory.
So you may recall that one of the questions we were asked
when adding members to that directory
was what their default role was.
So to remind you of kind of where that was,
and what that looked like, I'll go to my members list here.
Here's my Member Directory.
And I'll just pick on my first member here,
Deshi Si, and notice that her default role is Architect.
So what exactly does that mean Default Role
and what can we use that for?
Alright, so right here,
I'll click the back to all members that will take
me back to the Master Member Directory.
And then the roles can be accessed up here at the top
by clicking this roles tab.
Now, this is the list of roles that you get automatically
when you first set up a BIM 360 Account.
So these are just the default roles
and everything you see on this list
can be customized if you wish.
So what exactly is a role?
What does it do for us?
Well, really what a role does is just establishes a default
set of user access settings for each of the modules
that you have installed in your account.
So if you look on the right hand side,
you'll see a series of columns with icons,
and those are the modules that I currently
have installed in my account.
And then next to each role, we see little icons indicating
the level of access for that role.
So think of a role as like a persona,
and anybody assigned to that persona
or that role would have that level of access
to each of your installed modules.
Now what you see on your screen might look different
than mine you might have additional roles that I don't have,
or you might be missing some of the ones that I see.
And certainly you might have different modules over here.
So I currently have Project Admin that's always there.
Document Management that's usually always there as well,
but I also have Design Collaboration and Insight,
you might have additional columns depending
on what's installed.
So let's consider the first role here.
Architect, if you have somebody assigned
to the Architect role, all that says is,
by default, that person will be assigned as a member
of the Document Management module
and a member of the Design Collaboration Module.
They will not have access to Insight,
nor will they have access to Project Admin functions.
So simple enough.
Now, if you decided that Architects in your firm wanted
to have a greater level of access, for example,
maybe you want it to give them access to Insight,
you could simply click that little toggle switch there
and it will toggle it from no access to a member.
If you change your mind, you just toggle it again
and it would remove the access.
If you toggled Project Admin,
that would actually add Project Admin access
to all the modules that that person had access to.
And if you come in and you add in access to Insight later,
it would also be at the Admin level.
So once somebody is elevated to Admin,
they would get Admin across all of the modules
that they had access to.
And if you change your mind and you turn that off,
then all the modules go back to member,
and I could further reset it back
to its original settings here.
So let's assume that I'm satisfied
with the existing roles as they are,
and I do welcome you to scroll through
and kind of familiarize yourself with each one.
But maybe I noticed a need for a new role
that's not already here.
Well, to add a role,
you just simply use this field right here,
and click in there and type in the name
that you're looking for.
Now it will search your list and if it doesn't find it,
you can press enter,
and that will make this Add button available,
and you can simply click that,
and I've now added a new role called Analyst.
Now it will default to Document Management level access
because everybody gets access to Document Management
by default, but you could always revoke that,
if you wanted to.
But what I wanted this particular Analyst role
to have was access to Insight.
So I'm going to add membership level to insight.
And I'll go ahead and leave Document Management as well.
So feel free to explore the remaining roles
and add or change any that you think are necessary.
But once you've defined these roles,
this now makes your job of adding users
to projects a little bit easier,
because they will automatically take on,
the characteristics assigned in the role
that you've given that person,
and then you only need to customize for certain individuals
rather than having to remember the entire collection
of settings that you want to have for each
and every member that you add.
So it just sort of streamlines the whole process
of adding members to your Directory.