The Organization UI in StreamBIM Enterprise is designed to allow administrators to manage organizations within a company or across multiple projects efficiently. A primary purpose of this interface is to integrate various versions of an organization that users may have created when setting up their profiles. This integration ensures that data is not only consistent but also streamlined across the entire platform.
When you open the Organization UI, you are presented with a comprehensive main view that lists all the organizations you have access to. This overview is crucial for administrators who need to oversee multiple organizational entities. The details displayed include:
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Organization Name: Clearly identifies each organization.
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Organization Number: Serves as a unique identifier for each organization also called tax number
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Country: Specifies the country in which the organization is registered.
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External ID: Acts as an additional unique identifier, typically used externally.
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Number of Users: Shows the total number of users associated with each organization.
Navigation and Editing Capabilities:
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The UI is designed for easy navigation and allows for a quick review of organizational details.
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It supports efficient editing and updating of organizational information to maintain accuracy and relevance.
Core Features and Actions:
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Browsing: Navigate through existing organizations to understand their structure and scope.
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Editing: Modify details of organizations to ensure they reflect current and correct information.
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Adding New Organizations: Expand your network by adding more organizations, simplifying the management of new units or collaborations.
This guide provides step-by-step instructions on how to utilize these features effectively, enhancing management capabilities within the StreamBIM platform.
1. Accessing the Organization UI in StreamBIM
Once you log into StreamBIM, you'll arrive at the main dashboard. To access the Organization UI, simply navigate to the "Enterprise Tools" dropdown menu located in the top-right corner and select "Organizations."
2. Organization UI
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Here you will find all the organizations you have access to and can edit.
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You can search for any organization you are a member of here.
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First, choose an organization from the list and click "Edit Selected" to make changes.
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To add a new organization, click on more option menu and select "Add Organization".
By clicking on the columns headers you can sort.
3. Fill out the required information in the fields and click “OK” to save.
The "Add New Organization" and "Edit Organization" windows use the same interface, making it easy to either create a new organization or update an existing one. Both setups include fields for essential details such as the organization's name, tax number, country and external ID, ensuring a consistent entry format.
