The Users page is where users, user roles, and some licenses are managed. Note: Once a person is added to the Stratus company, they need to be added to a Stratus Project Team in order to see the Stratus menus and a project.

1 Videos
- 1.1 08/19/2024 - Stratus Academy: ADM-515: Admin 3 - User Role
2 Add Users
- 2.1 Autodesk Construction Cloud Users
- 2.2 Individual Users
  - 2.2.1 Stratus User
  - 2.2.2 Quick Pass
  - 2.2.3 Shift User
3 Edit User
- 3.1 Data Table
- 3.2 Actions
  - 3.2.1 Update User
  - 3.2.2 Download QR Code
  - 3.2.3 Print GTP Quick Pass
4 Download QR Codes
5 Cross-Domain (Guest) Licensing
6 Create a Custom Group
7 Number of Licenses Used

Videos

08/19/2024 - Stratus Academy: ADM-515: Admin 3 - User Role

To take the User Roles course, login to Stratus Academy and and locate the course ADM-515: Admin 3 - User Role.

Add Users

Autodesk Construction Cloud Users

To add users in bulk from the company’s Autodesk Construction Cloud > Account Admin > Members module to a Stratus company, use the Refresh Users from Autodesk Construction Cloud button. Note: Newly added users are disabled by default and therefore do not consume a license until their Status is manually changed from Disabled to Active.

Under Admin > Company > Users, click the Refresh Users from Autodesk Construction Cloud button.
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.
Stratus searches your company's Autodesk Construction Cloud Hub in the Account Admin > Members module for the email domain(s) and creates any users that doesn't already exist in Stratus. When the process is complete, the message that BIM 360 Users are being refreshed displays.
Click Close and any new Stratus company Users will be included in the Users Data Table.
Note: New users must be added to a Stratus Project Team. See the Add new users to one or more Stratus Project Teams article for more information.
Note: To login, all new users must follow the Stratus Authentication instructions on the Login and Autodesk Sign in article.

Individual Users

Individual users can be added to Stratus. The User Type controls information needed to create the user and the type of access they will have in Stratus. This process can be used to add any individual within or outside of the Autodesk Construction Cloud Member Directory.

Stratus User

Check the Stratus User option to add any individual within or outside of the Autodesk Construction Cloud Member Directory.

To add a Stratus User:

Click the New User button.
For User Type, click Stratus User. 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.
4. Employee Id - The user's company Employee Id, if any. This is a reportable field often used in Shift management.
5. Status - Set the user's status:
  1. Active (Default) - Active users consume a Stratus licenses and can access any project under Admin > Project > Teams where the user has been added as a Team Member.
  2. Disabled - Disabled users cannot access Stratus for the company. The user can still access other companies that have set the user to Active access.
6. Company Role - Set the user's company role.
  1. Standard User - By default, a new user's company role is set to Standard. A Standard User cannot access Admin > Company, which contains all Stratus settings.
  2. Administrator - An Administrator Company Role has the following permissions:
    1. Settings - A User assigned as an Administrator can access all Stratus settings under Admin > Company and Admin > Project settings.
    2. Email Notifications - The Administrator company role receives email messages that Standard users do not receive. The Administrator company role will receive the Stratus Subscription Expiration email notifications. 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. Administrator Other - An Administrator can create other Company Roles that restrict access to Admin > Company and Admin > Project settings. See the Company Roles (Admin) article for more information.
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 Autodesk Construction Cloud using the Add Projects from Autodesk Construction Cloud button under Admin > Company > Projects. 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. Division - Select the user’s Division, if any. See the Divisions (Admin) article for more information.
  1. Note: Any user accessing Shift must have a Division selected that matches the Shift Divisions. See the Shift (Admin) article for more information.
9. Group - A user can be added to a group, which makes it easier to add users to a new project. See the Create a Custom Group section for more information.
10. Add to New Projects - When checked, the user will be added to new projects. This saves an Administrator time from manually adding the user under Admin > Project > Teams.
11. Shift - When checked, the user will display in the Shift work list and will consume a Shift license. See the Shift article for more information.
12. Notify on Update - When checked, the user will receive software updates and announcements. By default, the checkbox is unchecked.
13. Can Book Training - When checked, the user 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.
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  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.
Next - Click Next. The Assign New User Role dialog will display. This dialog is used to add users to projects along with their role in the project.
1. Checkbox - Check each project where the user will be a Team member..
2. Name - List of projects.
3. Role - Select the user’s Role for each selected Project. Click the Save button check after selecting a role.
When done selecting Projects and Roles, 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.
The page will refresh and the new user will display in the Users Data Table.

Quick Pass

The Quick Pass feature is a scannable QR Code that company’s use to login to Stratus. See the GTP Quick Pass article for more information. Note: Only create a Quick Pass user if the company has deployed the Quick Pass feature.

For User Type, click Quick Pass. 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) - Email is not a Quick Pass field as all users will have an assigned email (Ex. quickpass@gogtp.com).
4. Employee Id - The user's company Employee Id, if any. This is a reportable field often used in Shift management.
5. Status - Set the user's status:
  1. Active (Default) - Active users consume a Stratus licenses and can access any project under Admin > Project > Teams where the user has been added as a Team Member.
  2. Disabled - Disabled users cannot access Stratus for the company. The user can still access other companies that have set the user to Active access.
6. Company Role - Set the user's company role.
  1. Standard User - By default, a new user's company role is set to Standard. A Standard User cannot access Admin > Company, which contains all Stratus settings.
  2. Administrator - An Administrator Company Role has the following permissions:
    1. Settings - A User assigned as an Administrator can access Admin > Company and Admin > Project settings.
    2. Email Notifications - The Administrator company role receives email messages that Standard users do not receive. The Administrator company role will receive the Stratus Subscription Expiration email notifications. 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. Administrator Other - An Administrator can create other Company Roles that restrict access to Admin > Company and Admin > Project settings. See the Company Roles (Admin) article for more information.
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 Autodesk Construction Cloud using the Add Projects from Autodesk Construction Cloud button under Admin > Company > Projects. 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. Division - Select the user’s Division, if any. See the Divisions (Admin) article for more information.
  1. Note: Any user accessing Shift must have a Division selected that matches the Shift Divisions. See the Shift (Admin) article for more information.
9. Group - A user can be added to a group, which makes it easier to add users to a new project. See the Create a Custom Group section for more information.
10. Expiration Date (Required) - A Quick Pass user must have an Expiration Date set.
11. Add to New Projects - When checked, the user will be added to new projects. This saves an Administrator time from manually adding the user under Admin > Project > Teams.
12. Shift - When checked, the user will display in the Shift work list and will consume a Shift license. See the Shift article for more information.
13. Notify on Update - When checked, the user will receive software updates and announcements. By default, the checkbox is unchecked.
14. Can Book Training - When checked, the user 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.
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  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.
Next - Click Next. The Assign New User Role dialog will display. This dialog is used to add users to projects along with their role in the project.
1. Checkbox - Check each project where the user will be a Team member.
2. Name - List of projects.
3. Role - Select the user’s Role for each selected Project. Click the Save button check after selecting a role.
When done selecting Projects and Roles, 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.
The page will refresh and the new user will display in the User Data Table.

Shift User

Shift is Stratus's labor tracking tool. A Shift user logs into the Shift terminal interface to start and stop time tracking for assigned work packages. A Shift user is a Non-Stratus User and does not consume a Stratus license but does consume a Shift license. Users who have been assigned a Full Stratus license can also use Shift. See the Shift article for more information. Note: Only create a Shift user if the company has deployed the Shift feature.

For User Type, click Shift User. 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. Employee Id - The user's company Employee Id, if any. This is a reportable field often used in Shift management.
4. Status - Set the user's status:
  1. Active (Default) - Active users consume a Stratus licenses and can access any project under Admin > Project > Teams where the user has been added as a Team Member.
  2. Disabled - Disabled users cannot access Stratus for the company. The user can still access other companies that have set the user to Active access.
5. Division - Select the user’s Division, if any. See the Divisions (Admin) article for more information.
  1. Note: Any user accessing Shift must have a Division selected that matches the Shift Divisions. See the Shift (Admin) article for more information.
6. Shift - With this option permanently checked the user will display in the Shift work list and will consume a Shift license.
Click Save. The page will refresh and the new user will display in the Users data table. See the Data Table section for more information.

Edit User

After a user has been added to the Stratus Company, some settings can be changed depending the user type and other settings.

Data Table

By default, the Status Filter on the Users data table is set to Active users. And since the Status of new users is set to Disabled they will not display in the data table unless the Status Filter has been changed to include Disabled users.

User (Not Editable) - The User’s name.
Email (Not Editable) - The User’s Email.
Employee Id - The user's company Employee Id, if any. This is a reportable field often used in Shift management.
Company Role - The user's company role.
1. Standard User - By default, a new user's company role is set to Standard. A Standard User cannot access Admin > Company, which contains all Stratus settings.
2. Administrator - An Administrator Company Role has the following permissions:
  1. Settings - A User assigned as an Administrator can access Admin > Company and Admin > Project settings.
  2. Email Notifications - The Administrator company role receives email messages that Standard users do not receive. The Administrator company role will receive the Stratus Subscription Expiration email notifications. 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. Administrator Other - An Administrator can create other Company Roles that restrict access to Admin > Company and Admin > Project settings. See the Company Roles (Admin) article for more information.
Division - Select the user’s Division, if any. See the Divisions (Admin) article for more information.
1. Note: Any user accessing Shift must have a Division selected that matches the Shift Divisions. See the Shift (Admin) article for more information.
Group - A user can be added to a group, which makes it easier to add users to a new project. See the Create a Custom Group section for more information.
Status - Set the user's status:
1. Active (Default) - Active users consume a Stratus licenses and can access any project under Admin > Project > Teams where the user has been added as a Team Member.
2. Disabled - Disabled users cannot access Stratus for the company. The user can still access other companies that have set the user to Active access.
  1. Note: Stratus preserves disabled user records to maintain their name visibility in locations where they made modifications, such as tracking status. Disabled users do not consume a license. Licenses cannot be reassigned by editing user profiles, as this would compromise audit trails and historical data. Instead, to free up a license, disable an unused account—this reduces the license count by one. Then, create a new user with the correct name and email, which will allocate a license to that account.
License - Displays the License type.
1. Full - Cross-Domain (Guest) Licensing. Includes access to Field Orderz, FLEX, Quick Pass, Stratus Lightning, Stratus Addin, Stratus Print, Stratus Workstation, Stratus RazorGage, and Stratus Academy.
2. Guest - See the Cross-Domain (Guest) Licensing section for more information.
3. Flex - A Flex license limits users to accessing only the features and capabilities available within the FLEX module. A Flex license is consumed when a user’s Status = Active and License = Flex.
4. None - None displays for Shift users. A Stratus license is needed for any Shift user or device operating the Shift app within Stratus, however the Shift app functions as a terminal application that allows any employee to log time. Those individual employees who only use Shift to log time, just need a Shift license.
Default Project Role - To assign a different Default Project Role to a user:
1. Click the drop-down, select the new Default Project Role, and click save within the drop-down dialog.
2. 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. No - If no the user’s Role will not change on any project, but will be set for newly imported Autodesk Construction Cloud projects.
Add to New Projects - When checked, the user will be added to new projects. This saves an Administrator time from manually adding the user under Admin > Project > Teams.
Can Book Training - When checked, the user 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.
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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.
Shift - When checked, the user will display in the Shift work list and will consume a Shift license. A user can be both a Stratus or Quick Pass user and also be a Shift user.
Notify on Update - When checked, the user will receive software updates and announcements. By default, the checkbox is unchecked.
Expiration Date (Required) - A Quick Pass user must have an Expiration Date set.

Actions

Update User

The Update User button opens edit options that vary by user type, including project membership and Project Role assignments.
1. Stratus User - The First Name and Last Name are editable.
2. Quick Pass User - The First Name, Last Name, and Expiration Date are editable.
3. Shift User - The First Name and Last Name are editable.

Download QR Code

The Download QR Code button is often used for Shift users. This user QR Code supports the QR Code Scanning feature in Shift.

Click the Download QR Code button to create the user’s QR Code which is immediately downloaded to the computer. Neither the Stratus Print app or a Label Printer is required.
1. The file is download to the local computer:
2. Syntax: user-qr-FirstName LastName
3. Example: user-qr-Alfred Caron.png
Open the file to display the QR Code. Print as needed.

Print GTP Quick Pass

For GTP Quick Pass users, use the Print GTP Quick Pass button to print their badge QR Code. See the Print GTP Quick Pass (QR Code) article for more information.
Note: Using this print option requires a configured label printer.

Download QR Codes

The QR Codes button allows administrators to download all user QR codes simultaneously, eliminating the need to process users individually.

To download QR Codes:

Click the QR Codes button. The Download QR Codes dialog opens.
Prompts to Include or Exclude QuickPass users from download.
1. Exclude - Excludes QuickPass, if any, users from the downloaded file.
2. Include - Includes QuickPass users in the downloaded file.
3. Note: Only active or non-expired user’s QR Codes will be downloaded.
After the selection the QRCodes.zip is downloaded to the computer.
Unzip the file.
1. There will be .png file for each user. The file name will include the user’s name.
Open the file to print the QR Code.

Cross-Domain (Guest) Licensing

Some Stratus customers do business with other Stratus customers. The current problem is that each unique user that is added to a company consumes a license. The cross-domain (guest) license solution enables company A to have a fully provisioned user, which can subsequently be added to company B without consuming a license from company B. There are no Project Role permission restrictions for guest users.

A user is added to company A and consumes a Full license.
To use a guest license at company B, the user is added by company B using the New User button under Admin > Company > Users using the user’s company A email address. A Guest license is consumed.
The company B Admin will set the guest user’s Company Role and Project Role.
If the company A Administrator attempts to change a Full licensed user’s Status to Disabled who is also a “guest” at company B, a warning message similar to the following will display:
1. Keep User - Click Keep User to retain the the user at company A and consume a Full license.
2. Disable User in All Companies - Click Disable User in All Companies to disable the user from company A as well as any company where that user is a Guest. The user’s Full license will be recouped by company A. The guest user will no longer have access to Stratus at company B. If the user needs to use Stratus at company B, company B will have to add the user with the user’s company B email address and consume a Full license.
Company A can change the Status of a user’s Full license to Disabled and this user might be a Guest of company B.
1. As a result of company A disabling the Full license of the Guest, the Guest’s license is disabled in company B.
2. If the company B Administrator attempts to change a Guest’s Status from Disabled to Active, the following message will display.

Create a Custom Group

A user can be added to a group, which makes it easier to add users to a new project.

To create a custom Group:

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.
1. 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.

Users (Admin)