Functions

Available functions for the Roles Page vary depending on what you have selected in the Navigator: Root or Role.

https://helpcenter.graphisoft.com/wp-content/uploads/bimcloud-help//RoleFunctionsRoot.pnghttps://helpcenter.graphisoft.com/wp-content/uploads/bimcloud-help//RoleCommands.png 

 

Root

Role

Create Role

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Duplicate

 

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Export

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Import

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Delete

 

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Each function is described below.

Topics in this section:

Create Role

Duplicate Role

Export Roles

Import Roles

Delete Roles

Create Role

Click Create Role from the plus sign next to the Roles root, or from the Root Summary. Enter a role Name.

https://helpcenter.graphisoft.com/wp-content/uploads/bimcloud-help//CreateRoleCommand.png   https://helpcenter.graphisoft.com/wp-content/uploads/bimcloud-help//CreateRole.png

Define its permissions by editing the checkboxes in the Settings panel.

https://helpcenter.graphisoft.com/wp-content/uploads/bimcloud-help//key00043.png Required permissions:

Simplified management: Server administrator

Detailed management: Modify folder content for Role root

Duplicate Role

Use this if you want to create a user with settings similar to those of an existing role.

https://helpcenter.graphisoft.com/wp-content/uploads/bimcloud-help//DuplicateRole.png 

Select the existing role, then click Duplicate from the Summary panel. Give the duplicate role a new name. Then adjust its settings in the Settings panel.

https://helpcenter.graphisoft.com/wp-content/uploads/bimcloud-help//key00044.png Required permissions:

Simplified management: Server administrator

Detailed management: Modify folder content for Role root

Export Roles

Use this function to transfer roles to a different BIMcloud, or to store user data for backup purposes. Select the role(s) you wish to export:

To export all roles, click on the Roles root folder.

To export a single or multiple users/groups, select them in the Navigator.

Note: To multi-select items in the Navigator, activate the checkboxes by clicking the checkmark at the top of the page.

Click Export.

https://helpcenter.graphisoft.com/wp-content/uploads/bimcloud-help//ExportRoles.png 

Data for all the roles you are exporting will be placed into a single file and downloaded into your browser’s default download folder, with extension .BIMRoles.

Import Roles

https://helpcenter.graphisoft.com/wp-content/uploads/bimcloud-help//ImportRole.png 

Click the Plus button on the Role root, or select the Role root and click Import from the available functions. Browse for a file containing the roles to import (with extension .BIMRoles).

The role file is imported to the BIMcloud Manager.

If the BIMcloud Manager already contains a role with the same name as an imported role, the imported role is renamed with a suffix (the existing role will not be overwritten).

https://helpcenter.graphisoft.com/wp-content/uploads/bimcloud-help//key00045.png Required permissions:

Simplified management: Server administrator

Detailed management: Modify folder content for Role root

Delete Roles

1.Select one or more roles to delete.

Note: To multi-select items in the Navigator, activate the checkboxes by clicking the checkmark at the top of the page.

https://helpcenter.graphisoft.com/wp-content/uploads/bimcloud-help//DeleteRoles.png 

https://helpcenter.graphisoft.com/wp-content/uploads/bimcloud-help//DeleteOneRole.png 

2.Click Delete.

Confirm the Delete process in the upcoming dialog box.

https://helpcenter.graphisoft.com/wp-content/uploads/bimcloud-help//key00046.png Required permissions:

Simplified management: Server administrator

Detailed management: Delete/Remove content for Roles root