Add New Users

Steps to Adding Users to a Project

Select Projects

Start by selecting one or many projects to add users to, then use the quick bottom menu and select Add users.

Add Users

Populate the Users list with emails of those who must be added to the Projects. If, as an Admin, you see the user as you search, select them to add them to the project. If they do not appear in the list of users, add their first and last names to the email to populate those fields when creating new users. The format is Bob Builder < builder@construction.com>. When adding a new user to the list, you need to select them after you have populated this format. Select Next once all users who share the same permissions have been added.

Define Permissions

Set the user group to define permissions or manually define permissions. Populate the Project Role. Select Next to complete permissions that all the same users will share.

Review Options

Review details, keep “Send a welcome email” checked (on by default), and add any custom message (optional). If you are adding new users, set the Login Options for these new users. These settings do not apply to users who already have accounts.

Results Summary

Users added to the project will show with the status “Added”. Users invited to join the project or create an account will show with the status “Invited”.
Next to the invited status there is a copy feature that can be used optionally to copy the url in the invited email.

User Permission Levels

User rights define access to the project and control of a user's editing rights within the different dRofus modules. Hold the mouse cursor over the information icons to view help text explaining the various permissions.

Full means the User has full editing permissions.

Limited means the User has some editing permissions that can be refined based on other modules' permissions (see sections below to define tab(s) within Item Specification, tab(s) within Room Data, Tender, and Existing Items permissions).

Read means the User will have read-only access and non-editing permission.

None means the User will have no permissions; in most cases, the module will not appear.

Model server

Users need full permission to upload or replace IFC files on the dRofus web.

Administration Levels

BIM Administrators can edit Attribute configurations in Revit or Archicad and update the Revit or Archicad settings.

Administrators have access to change settings and preferences in dRofus.  

Access to the Admin Site provides access to the admin system, where users can change project details and edit user permissions.

Options for Adding New Users

As a project admin in dRofus, there are a few different ways to add users to your project. The method you use depends on whether the user already has an account and whether their account is visible to you as an admin.

Adding users visible to the admin

When you search for a user while adding them to a project, if their name appears in the search results, it means:

• The user already has a dRofus account.

• Their account is visible to you as an admin.

How to add:

• Select the user from the search results and add them directly to the project.

• By default, the "Send welcome email" option is checked, so the user will receive a notification email.

• In the Summary Review, these users will show with the status "Added".

Invite users Who Are Not Visible to the Admin (Sending Invitation Emails)

If the user does not appear in the search results, it means:

• The user does not have a dRofus account, or

• The user has an account, but it is not visible to you as an admin.

How to invite:

• Enter the user's email address to send them an invitation.

• The "Send welcome email" option is checked by default, so an invitation email is sent automatically.

• The user's status in the Summary Review will be "Invited".

What happens next:

• If the user already has an account, they will be prompted to accept the project invitation via the Account App.

• If the user does not have an account, they will be prompted to create one and then accept the invitation via the Account App.

Adding users not visible to admin - not sending invitations email

In special cases (e.g., when the server is offline), you may need to add users without sending an invitation email.

How to add:

• Uncheck the "Send welcome email" option during the "Review options" step.

• The user's status in the Summary Review will be "Created".

Important notes:

• This method only works for users who do not already have a dRofus account. If the user already has an account, you will receive a notification to contact support for assistance.

• You must manually share the username and password with the user. This is the only opportunity to capture and distribute these credentials.

• If the password is not captured, the user can reset their password (unless the server is offline).

What does an Invitation look like for the user?

See Invitation to Create or Join