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Integrated BIM tools, including Revit, AutoCAD, and Civil 3D
Professional CAD/CAM tools built on Inventor and AutoCAD
Invite people to collaborate on your projects in Forma, and assign permissions based on available roles.
Type:
Tutorial
Length:
2 min.
Transcript
00:04
With Forma, you can easily share projects in the cloud with team members.
00:08
By inviting them from within a project, you can grant access to that project without them viewing other projects in your Hub.
00:16
With a project already open, in the left panel, click the Project members tab.
00:21
Those project members who have already been invited are listed.
00:25
To add other project members, click Invite.
00:29
In the Invite to project dialog, you can enter or paste up to 50 email addresses of people you wish to invite to the project.
00:38
You can also assign the members a role by expanding the role drop-down.
00:42
When assigned the Viewers role (which does not require a subscription),
00:47
members can open and view a project, but they cannot make any changes to a project.
00:53
Collaborators can edit existing projects, create new ones, and invite members to projects.
00:59
Admins can do everything Collaborators can, plus they can invite new members to the project.
01:05
Once you have selected a role, you can select Copy invite link to provide a link to external people.
01:13
Or enter an email address and click Send Invite.
01:17
When Copy invite link is selected, a link to the project is generated,
01:21
and those using the link will be given the assigned role.
01:25
Inviting members from within a project is a good solution for collaborating with external teammates and stakeholders
01:33
who are outside of your organization.
Video transcript
00:04
With Forma, you can easily share projects in the cloud with team members.
00:08
By inviting them from within a project, you can grant access to that project without them viewing other projects in your Hub.
00:16
With a project already open, in the left panel, click the Project members tab.
00:21
Those project members who have already been invited are listed.
00:25
To add other project members, click Invite.
00:29
In the Invite to project dialog, you can enter or paste up to 50 email addresses of people you wish to invite to the project.
00:38
You can also assign the members a role by expanding the role drop-down.
00:42
When assigned the Viewers role (which does not require a subscription),
00:47
members can open and view a project, but they cannot make any changes to a project.
00:53
Collaborators can edit existing projects, create new ones, and invite members to projects.
00:59
Admins can do everything Collaborators can, plus they can invite new members to the project.
01:05
Once you have selected a role, you can select Copy invite link to provide a link to external people.
01:13
Or enter an email address and click Send Invite.
01:17
When Copy invite link is selected, a link to the project is generated,
01:21
and those using the link will be given the assigned role.
01:25
Inviting members from within a project is a good solution for collaborating with external teammates and stakeholders
01:33
who are outside of your organization.
With Forma, projects in the cloud can easily be shared with team members. By inviting them from within a project, access is granted to that project, but they cannot view other projects in your Hub.
Project members who have already been invited are listed.
To add additional project members:
Members assigned the Viewers role (which does not require a subscription) can open and view a project, but cannot make changes to a project.
Collaborators can edit existing projects, create new ones, and invite members to projects.
Admins can do everything a Collaborator can, plus they can invite new members to the project.
When Copy invite link is selected, a link to the project is generated, and those using the link are given the assigned role.
Inviting members from within a project is a good solution for collaborating with external teammates and stakeholders who are outside of your organization.
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