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Lesson 18 of 27

Your account members directory

This video shows how to give your own staff default access to your projects once, so they can join the right ones themselves at the right level.

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What you'll do

  1. Open Account Settings, then Account members, and read the table: each person's default team and their access in each workspace.
  2. Select Add account member and enter a name and email.
  3. Choose a Default team, and a level for each workspace, for example Viewer for Public Buildings.
  4. Select Add. No invitation email goes out.
  5. When the person signs in, each project in that workspace offers Join as Viewer.

Why it matters

Access is decided once by the people responsible for it, instead of one invitation at a time. If someone needs more on a particular project, a manager there can change their role.

Common questions

Who can see Account members?

Account admins only.

Do account members get an email?

No. They see their projects next time they sign in.

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