Managing users in the platform

In this article 

1. Accessing user management for a project
2. Adding new users to a projects
3. Managing existing users in a project
4. Troubleshooting permissions issues
5. Best Practices

Overview

The user management system allows you to control access and permissions for your team members across projects. This guide explains how to manage users and understand different roles in the system.

Managing Users

Accessing user management for a project

From anywhere in the DCV, navigate to Settings → Project Permissions

How to invite new users:

1. Click "Invite Users"

2. A panel will open on the right side of the screen where you can input the contact info of the user you wish to add and assign them a role.

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3. Enter one or more e-mail addresses of the users you want to invite to the project

4. Select their title (e.g., Field Engineer, Concrete Subcontractor)

5. Assign appropriate user roles based on their required access levels (see full list below)

   • Roles help define what access a user has to the system.

   • Users can have multiple roles in a project

   • When multiple roles are assigned, the user gets all permissions from all roles

6. Click "Send Invitation"

Common use cases

These are some simple examples for standard users and their roles, full functionality can be seen in our full permissions table

Trades - should get a role corresponding with their relevant build area

• • A Concrete Trade might require two basic user roles - Core trade and Shell trade, as they have responsibilities in both of these construction stages. 
  • A Doors, Frames, Hardware Trade  should only require one basic user role - Interiors trade

General Contractors - 

• • A superintendent only needs one basic user role - Contributor role, giving them permission to edit all project data across all stages of the project.
  • A Regional VP might only need one basic user role - Observer role, allowing them view access to all project data across all stages of the project.
  • A Self Capture Specialist will likely require multiple roles - Contributor role to allow them to edit project data and Self-Capture Specialist role to allow them to perform and upload scans.

 

Managing existing users in a project

1. As shown above, navigate to Settings → Project Permissions

2. You'll see a list of all users in your project.

3. Search for the user or users who’s permissions you want to change.

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4. Select it using the checkbox to the left.

5. Using the dropdown arrows, you can edit the relevant attribute.

6. Click save to apply the changes or cancel to discard them.

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7. Changes take effect immediately after saving (requires page refresh)

Troubleshooting permissions issues

If a user reports access problems:

1. Check their assigned roles under Settings → Project Permissions. If you’re not sure which role they should have, checkout the above table detailing what each role can do.

2. Ensure they've accepted their invitation

3. Try refreshing their browser

4. Contact support if issues persist

Best Practices

• Remove access promptly when team members leave projects

• Use combination of roles carefully to avoid unintended access

• Use our support chatbot for quick answers about roles and permissions

• Contact support for assistance with complex permission setups