Teams and Users
From the Teams and Users page, found in the PROJECT MENU, you can quickly create your required teams and assign the project users to the appropriate team or teams. Teams are used to help control notifying a large number of users, restricting a team to specific statuses, or allowing complete teams access to project issues. From the Teams and Users page, you can also add new users to a project.
The Teams and Users page is now divided into 2 tabs:
- USERS
- TEAMS
View a project’s users
When clicking on the Teams and Users page, it is possible to view the list of users of a project in the USERS tab.
The following information will be displayed for each projet user:
- Name
- (Project) Role
- (Assigned) Teams
It is possible to sort a project’s user list by name, email or role by clicking on the column’s title.
Along the bottom of the USERS tab, it is possible to navigate from one page to the next and to control how many users are displayed per page.
Add users to a project
It is possible to add users to a project by clicking on the Add users button at the top right of the USERS tab.
When clicking on the Add users button, the following modal will appear.
It is possible to select users to add to the project by searching and selecting users in the dropdown under Invite users*.
It is then possible to assign a project role to apply to the selected users. The Reviewer role will be selected by default.
To finalize the addition of the users to the project, click on the Add button at the bottom right.
Project roles
Assigning a role to the newly added user allows for certain access to specific portions of Newforma Konekt and specific commands. There are four roles to choose from and each has their own restrictions.
- Reviewer – A reviewer is a restricted role typically reserved for an external team member. Reviewers can access information that has been shared with them, and review RFI and Submittal items that have been forwarded to them.
- Reader – A reader has very little access and can essentially only download and view the project from the online viewer. This role is not for the typical user.
- Editor – Most commonly given to the BIM modeler or to internal users. This role allows for issue creation and merging but doesn’t allow for issue archiving. A very good combination of settings.
- Creator/admin – If you are not the hub owner but can add users, it’s because you are the project creator or have been given an admin role. If giving a user an admin role it’s because this user can and will be archiving issues, deleting issues, and updating project settings.
For more information on project roles, please refer to this article.
Remove users from a project
It is possible to remove users from a project by hovering over the desired user in the USERS tab and click on the trash bin icon on the right side.
Confirm the deletion by clicking on the Remove button.
*Please note that project creators cannot be removed from projects.
View a team’s members
When clicking on the TEAMS tab from the Teams and Users page, it is possible to view the number of members in each team as well as the members in each team.
It is possible to sort teams by their name or number of members by clicking on the desired column’s title.
Along the bottom of the TEAMS tab, it is possible to navigate from one page to the next and to control how many teams are displayed per page.
Add/Remove teams
To add a team, first click on the TEAMS tab in the Teams and Users page.
Then, in the top right corner click the Add team button and define the team/company name. Click the Add button to save your newly created team. Your new team will appear in the TEAMS list.
To delete a team, simply hover over the desired team and click the trash bin icon on the right side. Confirm the deletion by clicking on the Delete button.
*Please note that it is not possible to delete teams with assigned issues or users.
Rename a team
It is possible to rename a team by clicking on the team’s name.
Add/Remove users in a team
It is possible to add or remove users from a team by clicking on the team’s members in the TEAMS tab.
To add a user to the team, simply click on the desired user’s name in the dropdown. 
To remove a user from the team, simply click on the X button on the right side of the user’s name in the multi-select field.