Managing Your Team's Seats

Who can manage the team

Everything in this guide happens on the Team, Purchase, and Billing tabs of your dashboard. Each member of an organization has one of three roles:

Invite teammates

1. 1

   Open the Team tab

   Go to Team in your dashboard.

2. 2

   Enter their email addresses

   Under Team Members, type one or more email addresses, separated by commas or new lines.

3. 3

   Click Invite

   Each person gets an email from BIMPulse with an Open BIMPulse to accept button. Everyone you invite joins as a Member; you can change their role after they join.

Invitations show in the member list as Pending, with the date they expire. An invitation lasts 7 days. Click Resend to send it again, or the trash icon to cancel it.

What your teammate does

1. 1

   Sign in with the invited email

   Your teammate opens the link in the email and signs in, or creates an account, using the exact email address you invited. An invitation can't be accepted from a different email.

2. 2

   Accept the invitation

   Their dashboard shows You have been invited to join and your organization's name. They click Accept Invite.

They join your organization and their dashboard switches to it. They keep their own workspace too. Next, they install BIMPulse and sign in from Navisworks.

Buy licenses

During your free trial, your team has unlimited licenses. To keep using BIMPulse afterward, buy licenses:

1. 1

   Open the Purchase tab

   Go to Purchase. The page is titled Purchase Licenses.

2. 2

   Build your team

   Under Build Your Team, choose how many Named and Floating licenses you need. Not sure which? See Named vs. Floating Licenses.

3. 3

   Check out

   Click Proceed to Checkout and pay through Paddle, our payment provider. Afterward you land on the Billing tab.

After you buy, open the Team tab and assign your Named licenses. Prices, billing options, and volume discounts are on the Pricing page.

Assign Named licenses

Floating licenses don't need assigning; anyone without a Named license uses one automatically. Named licenses go to specific people:

1. 1

   Find the person on the Team tab

   Each member's license type shows as Named User or Floating.

2. 2

   Click Assign Named

   The button is in the member's row. They use their Named license the next time they sign in to BIMPulse in Navisworks.

• When every Named license is taken, Assign Named is unavailable. Unassign someone, or add Named licenses.
• To take a Named license back, click Unassign Named. A Named license can be reassigned once every 7 days, so if it was assigned less than 7 days ago, the dashboard tells you how many days are left.

Change your seat counts

Once you have a subscription, the Purchase tab becomes Update Subscription. Change the number of Named or Floating licenses and click Update Subscription.

• Adding licenses is charged straight away, prorated for the rest of your billing period. The new licenses are ready to use immediately.
• Removing licenses takes effect at the end of your current billing period. You keep what you've paid for until then.
• You can't drop below the number of Named licenses currently assigned. Unassign people on the Team tab first.
• Only one scheduled change can wait at a time. The Billing tab shows it, with an Undo button if you change your mind.

Change roles or remove members

• Change a role: on the Team tab, pick Member or Admin from the member's role list and confirm. The owner also sees Make Owner.
• Remove a member: click the remove icon in their row and confirm. They go back to their own workspace. The owner can't be removed.

Leave an organization

At the bottom of the Team tab, under Danger Zone, click Leave Organization and confirm. You lose access to that organization's licenses and return to your own workspace.

If you're the person who created the organization, you have to promote another member to Admin and cancel or transfer any active paid subscription before you can leave.

Switch between organizations

If you belong to more than one organization, for example your own workspace and a team that invited you:

• In your dashboard, use the organization switcher in the sidebar. A house icon marks your own workspace, and your role in each organization is shown beside it. The switcher only appears when you belong to more than one.
• In Navisworks, open Account Settings and choose the organization from the list under your name. BIMPulse releases your license in the old organization and takes one in the new one.