Workforce
Users, roles, and job titles at the company level.
What is it?
Management of the company's people: user accounts, the roles that bundle their permissions, and the job titles available in the directory.
Users
Manage the company's user accounts: invite people, activate them, suspend access, or remove them. Each user goes through a simple lifecycle:
- Invited — the invitation has been sent and is waiting to be accepted.
- Active — the user has accepted and can access the platform according to their permissions.
- Suspended — access is temporarily disabled while the user's history is preserved, so it can be restored later.
Roles
Company-level user roles with their associated permission sets. Assigning a role grants its permissions to the user.
Job Titles
A catalog of the company's positions that standardizes the titles assigned to users in the directory. Each job title needs a name — such as Project Manager or BIM Coordinator. Optionally, you can add a description of the role and its responsibilities, and mark whether the position is active and therefore available to assign.
How to use it
- Go to Company Configuration → Workforce.
- Invite Users by email and assign each one a Role.
- Maintain the Job Titles catalog so positions are consistent across the directory.