Create a new permission system

For most BIMcloud SaaS setups, it is recommended to assign users to the appropriate predefined user group(s), rather than creating new ones. In the default BIMcloud SaaS, the predefined user groups have been given access, with predefined roles, to the appropriate content (e.g. Projects root folder). Therefore, after a user is added to a relevant group, they can begin working with the correct permissions.

See Best practices for user groups and roles

When the predefined roles and groups do not meet a specific requirement, you can create a custom permission setup.

Workflow overview

Recommended steps:

  1. Create a new role

  2. Create a corresponding user group

  3. Give the new group access to projects or other content (such as other user groups)

  4. Add users to the group

Step 1: Create a new role

Create a new role that represents the responsibilities of the target user group.

  1. Open BIMcloud Manager and go to the Roles tab.

  2. Create the role:

    • Click the New (plus) button to define a role from scratch, or

    • Select an existing role and use Duplicate to copy its permissions as a starting point

  3. Enter a descriptive name for the role - for example, based on the user function (such as "Interior Designer").

  4. Switch to Edit mode and adjust the permissions by selecting or clearing the relevant check boxes.

  5. Save the role.

At this point, the role exists but is not yet assigned to any users.

Step 2: Create a corresponding user group

Create a user group that will carry the new role.

  1. Open the Users and Groups area.

  2. Create the group:

    • Click the New (plus) button to create a group from scratch, or

    • Duplicate an existing, selected group

  3. Name the group to match or clearly relate to the new role (such as "Interior Designer").

  4. Save the group.

Now you have to connect this group to the new role, in the selected Project context.

Step 3: Give the new group access to content items (e.g. a project)

Provide the new group with access to a selected content item (e.g. a project), using a defined role.

  1. Go to the Projects tab.

  2. Select the Project root, or to a specific Project or folder to which you want to give access.

  3. Click Access.

  4. In the User Access section, enter the newly created group.

  5. The new user group is now shown in the User Access list. From the Select drop-down list, select the new role to connect it to the user group.

  6. Save the access settings.

The group is now connected to the role in the selected project context, but the user group still has no members.

Step 4: Add users to the new group

Assign users to the group so they inherit the new role permissions.

  1. Open the Users and Groups area.

  2. Select the newly created group.

  3. Open the Members tab and click Edit.

  4. Add the required users to the group.

  5. Save the changes.

After saving, all group members have been granted the permissions defined in the connected role for the relevant projects and folders.