Users (Admin)

People in your BIM 360 Docs Member Directory can be automatically added to your STRATUS Company by using the Refresh Users from BIM 360 button on the Admin > Company > Users page. Alternatively, people who are not in your BIM 360 Docs Member Directory can be individually added to your STRATUS company. People added to your STRATUS company are configured by default. The STRATUS admin can change each user's Company Role, Group (which makes it easier to add user's to a new project), Status, Default Project Role, and their option to receive software update notifications. Once a person is added to your STRATUS company, they need to be added to a STRATUS Project Team in order to see the STRATUS menus and a project.

Add BIM 360 Docs Member Directory Users to the STRATUS Company Users List

A company administrator adds users to the STRATUS company. Using the Refresh Users from BIM 360 button will add all BIM 360 Docs Member Directory users to the STRATUS company users list. 

1. Under Admin > Company > Users, click the Refresh Users from BIM 360 button.
   
   
   
2. The A360 User Refresh dialog will display which prompts you to enter the email domains to include for the users that will be brought into STRATUS. When done, click OK.
   
   
   
3. STRATUS searches for all users defined for the BIM 360 Docs hub that includes the entered email domain and creates any users that don't already exist in STRATUS. When the process is complete, the message that BIM 360 Users are being refreshed displays.
   
   
   
4. Click Close and any new STRATUS company Users will be in the list of users.
5. Review the user's Company User Settings (below).
6. Add the user to one or more STRATUS Project Teams.
7. To login, all new uses must follow the STRATUS Authentication instructions on the Login and Autodesk Sign in article.

Company Users Settings

1. After a user is added to your STRATUS Company, their settings can be changed. 

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   1. Company Role
      
      1. Standard User - By default, a new user's company role is set to Standard. A Standard User cannot access Admin > Company, where all the settings reside.
      2. Administrator - The Administrator company role receives email messages that Standard users do not receive. The Administrator company role will receive the STRATUS Subscription Expiration email notification. The email will be sent 60 days, 31 days, 14 days, 7 days, 1 day, and on the expiration date to everyone whose Company role is Administrator. The email subject will be similar to:  STRATUS Alert - The STRATUS subscription for COMPANY A will expire on MM/DD/YY. The email message will be similar to: “The STRATUS monitoring system detected that your company's STRATUS subscription will expire on MM/DD/YY. Contact Sales at sales@gogtp.com concerning renewal options.”
   2. Group - A user can be added to a group, which makes it easier to add users to a new project. To use the Group feature:
      1. Click the Group link associated with the user. The Specify Group dialog will display.
      2. Select an existing group or enter a new group.
      3. To save the group, you must click the group name and then click the save checkbox.
         
         
         
      4. Then, under Admin > Project > Teams, select the Group and Role that the group will have on the selected Team. Any users in the group that have not already been added to the team will be added. See the Team (Admin) article for more information.
         
         
         
   3. Status - A user's status can be:
      1. Active - Active users consume one of your STRATUS licenses and can access any project under Admin > Project > Teams where the user has been added as a Team Member.
      2. Disabled - A Disabled user can no longer access STRATUS for the company that disabled the user. The user can still access other companies that have given the user access to STRATUS. STRATUS retains the disabled user’s records so that their name can be displayed in places where they made changes like tracking status. A Disabled user does not consume a STRATUS license.  
         
         1. Note: You are not able to switch out licenses by editing users, as this would eliminate existing audit trails and history of that user. Instead, an unused account can be Disabled which will increase your license count by 1. You can then create a new user with the appropriate name and email, and this will consume a license.
            
            
   4. Default Project Role - The Default Project Role is the way to automatically assign a project role to a user when new projects are added to STRATUS from BIM 360 using the Refresh Users from BIM 360 button. To Add a Default Project Role under Admin > Users:

      1. By default, the Default Project Role for the user’s whose Company Role is:

         1. Admin will be Project Admin.
            
            

         2. Other non-Admin roles will be set to None.
            
      2. To assign a different Default Project Role to a user, click the drop-down. A list of Projects Roles will display. See the Project Roles (Admin) article for more information. When assigned, the user will take on this role automatically when new projects are added to STRATUS from BIM 360.
      3. After a change to a user's Default Project Role, the following prompt will display asking if the user should be assigned the new project role to all currently active projects.
         
         
         

         1. Yes - If Yes, the user will be added to existing active projects with the specified role only if they did not already have a role on the project. In this case, the user’s existing role specified on the project will remain.

            1. A message similar to the following will display.
               
               
               

            2. Under Admin > Project, the user will be assigned to the Default Project Role if the project is newly imported from BIM360 or if the user did not have a role defined for the project.
               
               

         2. No - If no the user’s Role will not change on any project under Admin > Project, but will be set for newly imported from BIM360 projects.
            
            

   5. Add to New Projects - Used to control which users are added to new projects.
      
      
   6. Can Book Training - Can Book Training indicates users who can schedule training with the GTP Customer Success team. By default, Can Book Training will be checked for anyone whose Company Role is Administrator.
      1. Checked - When checked, the SCHEDULE TRAINING button will display for the user and the user can schedule training with the GTP Customer Success team.
         

      2. Unchecked - When unchecked, the SCHEDULE TRAINING button will not display for the user, and a message to contact the STRATUS company administrator will display.
         

         
         
         
   7. Notify on Software Update - A company administrator can specify who should receive software updates and announcements by clicking the Notify on Software Update checkbox associated with each user.
      
      
   8. User’s Name and Email 
      1. Click the Update the user email, first name, and last name button.
         
         
         
      2. The Update a User dialog will display. Edit the user as needed and Save.
         

Add Individual Users to your Company

Alternatively, to add an individual user either from your BIM 360 Docs Member Directory or someone outside of your BIM 360 Docs Member Directory, use the New User option.

To Add Individual Users to your Company:

1. Click the + New User button. The Assign New User Role dialog will display.

   

   
   

   1. First Name (Required) - This will be the user's display name (First Name).

   2. Last Name (Required) - This will be the user's display name (Last Name).

   3. Email (Required) - The user's email. This email will be used to sign in to STRATUS.

   4. Company Role - Set the user's company role.

      1. Standard User (Default) - By default, a new user's company role is set to Standard. A Standard User cannot access Admin > Company, where all the settings reside.

      2. Administrator - The Administrator company role receives email messages that Standard users do not receive. The Administrator company role will receive the STRATUS Subscription Expiration email notification. The email will be sent 60 days, 31 days, 14 days, 7 days, 1 day, and on the expiration date to everyone whose Company role is Administrator. The email subject will be similar to:  STRATUS Alert - The STRATUS subscription for COMPANY A will expire on MM/DD/YY. The email message will be similar to: “The STRATUS monitoring system detected that your company's STRATUS subscription will expire on MM/DD/YY. Contact Sales at sales@gogtp.com concerning renewal options.”

      3. Other - All Company Roles created by the company Administrator under Admin > Company > Company Roles will display in the drop-down.

   5. Group - A user can be added to a group, which makes it easier to add users to a new project. To use the Group feature:

      1. Click the Group link associated with the user. The Group drop-down will display. This is a list of all default and Custom groups previously added.

         

      2. Select an existing group or click Custom to add a new group.

         1. Custom - To name the Custom group finish adding data to the remaining fields and then click the Next button. The user will display in the Users data table and the Group will be Custom.

            

         2. Click the Custom text. The Group dialog will display.

            

         3. Click the drop-down. The Custom link will display.

            

         4. Click the Custom blue link. The word Custom will be highlighted in a text box.

            

            
            

         5. Enter the name of the new group (Ex. Field) and then click the Save button.

            

         6. The new group name will display in the Group dialog drop-down. Click the Save button again.

            

            
            

         7. The new field name will display for the user.

            

         8. Click the web browser page refresh button to make the new group available in the Group drop-down for other users moving forward.
            
            

   6. Status - A user's status can be:

      1. Active (Default) - Active users consume one of your STRATUS licenses and can access any project under Admin > Project > Teams where the user has been added as a Team Member.

      2. Disabled - A Disabled user can no longer access STRATUS for the company. The user can still access other companies that have given the user access to STRATUS. STRATUS retains the disabled user’s records so that their name can be displayed in places where they made changes like tracking status. A Disabled user does not consume a STRATUS license.  

         1. Note: You are not able to switch out licenses by editing users, as this would eliminate existing audit trails and history of that user. Instead, an unused account can be Disabled which will increase your license count by 1. You can then create a new user with the appropriate name and email, and this will consume a license.

   7. Default Project Role - The Default Project Role is the way to automatically assign a project role to a user when new projects are added to STRATUS from BIM 360 using the Refresh Users from BIM 360 button. By default, the Default Project Role is None. New Project Roles can be created by an Administrator under Admin > Company > Project Roles. Out-of-the-box Project Roles include the following:

      

      
      

   8. Add to New Projects - Used to control which users are added to new projects. By default, the checkbox is unchecked.

   9. Can Book Training - Can Book Training indicates users who can schedule training with the GTP Customer Success team. By default, Can Book Training will be checked for anyone whose Company Role is Administrator.

      
      

      1. Checked - When checked, the SCHEDULE TRAINING button will display for the user and the user can schedule training with the GTP Customer Success team.

      2. Unchecked - When unchecked, the SCHEDULE TRAINING button will not display for the user, and a message to contact the STRATUS company administrator will display.

   10. Notify on Update - A company administrator can specify who should receive software updates and announcements by clicking the Notify on Software Update checkbox associated with each user. By default, the checkbox is unchecked.

   11. Expiration Date (not editable) - The Expiration Date is set bas

2. Click Next. The Assign New User Role dialog will display.

   

   1. Locate or search for the project(s) to add the user to

   2. Project - Check the checkbox for each project.

   3. Role - Select the user’s Role which are defined under Admin > Company > Project Roles and click the Save button in the drop-down.

3. Click the Save button or click the Back button to make additional edits. Edits, except for name and email, can also be made once the new user has been saved.

   

4. The page will refresh and the new user will display.

Licenses

You are not able to switch out licenses by editing users, as this would eliminate existing audit trails and history of that user. Instead, an unused account can be Archived which will increase your license count by 1. You can then create a new user with the appropriate name and email, and this will consume a license.