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User administration UI

This guide provides instructions for managing user access across your projects. You'll learn the essentials of adding new users, adjusting their access levels, and ensuring only the right people can see and do specific tasks. We'll also cover how to quickly find user and project information, update profiles, and monitor recent activity. These tools are designed to help you maintain efficient control and oversight over your project environments, making it easy to manage large numbers of users and their roles without hassle.

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1. Open Users Administrations UI

After logging into StreamBIM, you will be directed to the main dashboard. From there, navigate to the top-right corner and click on the "Enterprise Tools" dropdown menu. Then select "Useers" to access the Users administration UI.

Open Users Administrations UI

2. User administration UI

Organization Overview: Interface for organization, "Rupert and sons," offering detailed views of user activities across various projects.

  • User Details Display:

    • Sortable Columns: Includes Email, First Name, Last Name, Title, Phone, and Organization.

    • Activity Tracking: Shows Last Login and user roles in specific projects like RUCON and NCC DWG UAT RE.

  • Top Menu Features:

    • Open Project: Direct access to open projects.

    • Enterprise Tools: Tools for more advanced management options.

    • Help: Assistance and guidance for users.

  • User Management Tools:

    • Search Functionality: Search by user or project for easy access.

    • Edit User Profiles: Modify selected user profiles directly.

    • Role Management: Effectively manage user roles within the organization.

User administration UI

3. User Roles and Project Associations

This overview shows the various roles different users hold in different projects(1). You can easily invite new users(2) or edit(3) their roles directly from the overview screen. Examples of roles include 'Owner', 'User', 'Customer admin', among others, as seen for users like Rupert and Mathias.

User Roles and Project Associations

4. More options in User Administration UI

  • Add User: Facilitates the addition of new users.

  • Export Options: Allows for exporting user data to Power BI or as an Excel spreadsheet.

More options in User Administration UI

5. "New User" dialog

"New User" dialog within the User Management interface simplifyies the process of adding new users. Here’s what the dialog offers:

  • Fields for User Information:

    • Email: A mandatory field for the user's email address, which serves as a unique identifier.

    • First Name and Last Name: Essential personal details of the user.

    • Title: The user’s job title or position within the organization.

    • Phone: Contact number.

    • Organization: Dropdown menu to select the user's affiliated organization.

  • Functional Buttons:

    • Cancel: Dismisses the dialog without saving any changes.

    • OK: Saves the new user information and adds the user to the system.

"New User" dialog

6. Editing selected user

Editing selected user

7. Edit user window

This "Edit User" interface within the User Administration has this key features and functionalities:

  • Editable User Details: Fields such as First Name, Last Name, Phone, and Organization are directly editable.

  • Organization Interaction: Options to add or remove the user from specific organizational affiliations.

  • Project Assignments: The interface lists all projects associated with the user, along with their roles, expiration dates for these roles, and the last login information.

  • Role Management: Administrators can adjust the user's role for each project or remove them from projects.

  • Company and Global Profile Settings: Indicates if the values are inherited from the company profile or the global profile, with icons allowing changes where necessary.

  • Convenient Controls:

    • Cancel Button: Discards any changes made.

    • Ok Button: Saves all the changes.

    • More Options Menu: Provides additional settings and options.

These tools are providing administrators with a powerful interface for maintaining precise control over user access.

Edit user window

8. More Options Menu in Edit user

"More Options Menu" within the "Edit User" interface. This menu provides additional user management capabilities. Here are some features available:

  • Set role for all projects: Allows administrators to uniformly set or change the user's role across all projects in a single action, ensuring consistency in user permissions.

  • Remove from all projects: Offers the ability to quickly remove a user from all assigned projects, which is particularly useful when a user is transitioning out of the company or changing departments.

  • Delete user: Enables the administrator to completely remove the user from the system, along with all their data and project associations.

More Options Menu in Edit user