- [Instructor] In this video, I want to follow up on
the work we did previously in Civil 3D.
So just to remind you of what we did in Civil 3D,
we opened Civil 3D,
and we browsed to BIM 360 from within Civil 3D
located the site plan file, opened it up,
made some changes to the parking layout,
and resaved that file.
Then we manually saved a copy of that file,
from the civil folder, in the project structure,
to the shared folder.
Now, the reasons we did that was
all of the discipline folders that you see here
are full access to members within that discipline.
But, members outside the discipline
don't see those folders at all.
So, usually when we want to share files
with other disciplines,
we want copies of those to occur in the shared folder.
And so that's why we did that save as step.
Now to kind of show you why this works,
I am in BIM 360 and I'm logged in as Zachary
and Zachary is the BIM manager
and he has admin rights to the project.
So he can see everybody's folder
and has full access to everybody's folder.
So, let's click on that civil folder for a moment,
and there's that site plan,
and you can see that it was last updated by a Shad.
That's what we did in the previous video.
Now, there's a small menu icon here, and if we click that,
one of the things that we can do to each of these folders
in document management, is check their permissions.
So if we check the permissions of the civil folder,
it shouldn't be that surprising.
There's myself and Zachary, who are both admin users,
so we have full control,
but the only other team that has any access to this folder
is Earthworks Civil Design.
So, that's only members of that company
and they have nearly full control.
They have view, download, upload, and edit.
Now, if I close this
and just consider one of the other folders like architecture
and take a look at the permissions,
you could see that they're set up in much the same way.
So once again, we have myself and Zachary as full control
because we're admin users,
we have the role architect,
with the view, download, upload, and edit.
So that would take care of most users
who had that architect role,
and then we have a few special cases
Deshi has some special permissions assigned to her user,
and Julie actually has fewer permissions than the rest
because she only needs view access
and doesn't actually need to upload any files.
You can make your permissions for each folder
as custom as they need to be to suit your firm's needs.
Now, let's close out of there
and consider the shared folder next.
The shared folder itself has following permissions,
if we take a look here, once again,
the two admin users have full control,
but then we have several other users
that have been given only view and download level of access.
And for most users, that's sufficient
to be able to link two files within that folder,
which is typically what the shared folder is used for.
So, most people across all the disciplines,
that's all they'll need to do.
Now, you'll notice here
that I've actually elevated
the permissions of Earthworks Civil Design.
And I did that, to add
upload and edit level permissions to them,
and the reason was quite simple.
The last thing we did in the previous video
was we manually did a save as
of the site plan file to the civil folder.
Well, in order for that to occur,
Shad and members of his team,
need to be able to write to this folder
and upload files in this folder.
So, if they did not have the appropriate permissions,
they would have been denied from doing that.
So, in this case, we've made the choice
to elevate the permissions of the civil design company
in order to allow them direct access
to being able to update that file.
Now, in your firm
you might choose to structure it differently.
And in fact, if you don't want
to have any elevated permissions in the shared folder,
you want to preserve that just for
the automated functions being done with packages,
then, you could come out here to project files
and create a new sub folder,
call it something like DWG links
or any name that you want to give it
and apply the appropriate permissions to that folder,
and then just instruct your team
that that's where they should place the civil files
and that's where they should link those files from.
So, what you choose to do
with respect to those kinds of folder structure strategies
are really up to you and your team to discuss,
but I wanted you to see where it happens.
So, an admin level user needs to go into document management
and then carefully consider each of the folders
and who needs access and what level of access they need.
Now, most of the time,
the default permissions will do a pretty good job.
So, check those out first and get familiar with those
before you start making modifications.