- [Illustrator] If you watched the previous video,
we set up some teams for our project
and this will organize our workforce
and allow us to put everybody in the correct discipline
and give them access to the correct collection of files.
But there's a really important step
that we still need to configure on our teams
in order to make that happen.
And that is we actually have to assign our Users
or their companies to those teams.
We haven't done that yet.
So I've actually logged out and logged back in again,
because I want to show you what it looks like
if you want to access your team structure
and configure it after they've already been created.
Because the process that we followed in the video,
where we set up the teams,
we went into it in one way,
but it'll look a little different when we go back in.
So I'm here in Project Admin
and I'm currently on the Members tab,
which is where it takes you by default.
Over here, there's a Services tab,
and if I click that,
you can see that all the services you currently have
as part of this project are listed here.
In my case, that's just the two
Document Management and Design Collaboration.
And all I can really do here is configure the Admin Users.
So if I show the Admins,
you can see I'm listed there as an Admin,
I've got a plus sign here where I could add somebody
as an Admin, I could remove myself.
Not going to change any of that,
I'm just going to hide that.
So that's clearly not where we go to configure the teams.
Well, it's really subtle,
and you have to kind of know what you're looking for,
but if you look over here on the left,
all of these are actually hyperlinks.
So if we click the Design Collaboration link right here,
that will actually load up our list of teams
and then we can further customize those.
So it's a little subtle
and you could miss that easily,
but that is one way that you can get back
to your team list.
Now, let's say that you didn't know about that,
and you were back here on members where we started from
and you wanted to get to your Team list.
So you went to the modular picker here
and you chose Design Collaboration,
seems perfectly logical.
Well, this is not going to take you where you expect,
because now you're going to see a screen
that we haven't seen at all before.
Well, when you don't have any teams in a project,
it takes you to the Team's list when you do that,
because you have to set those up.
But once the teams have been set up,
then when you go to the Design Collaboration module,
it actually goes inside of one of the teams,
in this case Architecture.
So if you want to get back outside of that team
and configure it,
then you go back to the module picker
and you choose Project Admin again,
and look where that takes us.
It takes us to the Services tab
with Design Collaboration highlighted over here.
So ultimately, that's how you get back to your Team list.
You can do it one of those two ways,
and it's a little counterintuitive at first,
but once you get the hang of it,
it's pretty easy to do.
Okay, so the next question is
how do I actually configure these teams?
It doesn't really seem like
there's a real obvious way to do it.
I mean, if I click on the team name,
it's just going to edit the name
and this path would take me to the folder structure.
That's not what I want.
So there's two ways that we can get to what we want, okay?
One way is to check this little box right here
next to the team name,
and that will make some additional buttons available.
Now, of course, we don't want to delete the team
or deactivate the team,
but those two options do exist here.
What we want to do is Manage the team members.
So I'm going to click that button,
and then this takes me to the members
for the Team Architecture.
Now, what I want to point out here is
something really powerful
and important.
Notice here in the field,
the Ad field, it says, Enter roles, Companies,
or Individuals names.
This means that you can add people
to the teams using any one of those methods.
So you could add their entire company,
you could add their shared role like architect or engineer,
or you could just type them in by name.
So let's say that for the Architecture team,
I want to to start by adding the Architect role.
I mean, we have that role, right?
So I'll start typing the word Architect,
it'll show up on the list,
I'll choose it there.
And then here for the Permission Level,
it will default to View and Edit.
So that seems appropriate for most architects,
and I'll go ahead and click add.
Let's say that one of my Architects
needs a slightly higher level of permission.
Well, I could click right back in this field
and begin typing that individual's name.
So that Architect is Deshi,
so I'll start typing her name.
She appears right there,
I'll select her.
And then before I click the Add button,
I will change the Permission Level
and notice that I have lots of other choices.
So of course, we could demote her to View only,
we could keep it View and edit,
but we could also do View, edit and share
or View, edit, share and control.
Now that's the Admin level that I have.
So let's give her the one in between
View, edit and share.
So she needs a slightly elevated level of permission
and we're going to add her.
And so maybe she's the lead architect on the team.
So for things that require sharing,
they will have to go through Deshi,
but for other tasks,
any architect on the team could perform that task.
You can add as many different roles, companies
or individuals in that way,
choosing their various Permission levels,
and when you're done, you click close
and then notice over here in the members column.
I now have three members that meet those criteria.
So of all the people in my project list,
three of them are either Me, Deshi
or assigned to the Role Architect.
So that's what we set up in there.
Now, I'm going to uncheck this,
those buttons will go away,
but it turns out that you can actually click that
little number and I'll do that next to MEP,
and that takes me to the same window.
So that's another way to add
or manage your members.
So in this case, I'll do the final option,
which is companies
and I'll start typing MEP,
and we've got our MEP Co International.
And I'm going to give anybody from that firm,
the same level of access view and edit.
And I'll add that,
then I'll click close.
You can see that that now gives me
two members for that group,
and then I will repeat the same thing
for the structural engineers
and add the Foundation Structural Engineering Firm
with the same level of permission.
So it's very important that you remember
to perform this step.
If you don't, as I said,
when folks try to access your project files
from Revit,
they'll see just an empty screen.
They won't be able to see anything.
So until you've given them permission
to that folder structure,
they won't be able to get into those folders
and access to files within them.