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Manage Teams Feature

Share a project, collaborate with team members, and manage project access

Patrick Chopson avatar
Written by Patrick Chopson
Updated over 3 months ago

Users can invite Team Members to a project using the Collaboration button located at the bottom-left hand corner of the interface. Navigate to the Team tab, add their email, and they'll receive an invitation to join the project.

Manage Team

Users can collaborate with their team either on an existing project or by starting a new one. All invited team members can collaborate on the project even if they do not have an existing subscription. Those without cove.tool license however will have limited access specific to their role in the project. Any invited team member that has an existing paid subscription can edit all aspects of the project.

Team Members

The list of predefined roles includes the Project Owner (person who created the project), Principal Architect, Project Manager, Mechanical Engineer, and Building Owner, among others. Various consultants can be brought on board by simply entering their email addresses into the list. This sends an invitation to the member to access that specific project. The invited user will need to add details, password, and complete the setup of a user account if they do not have an active subscription.

Here is what they can access based on their role:

  1. Project Owner - The user who created the project has to ability to see and make changes to every page within their project list. This capability is also given to Account Administrators for the firm in case the Project Owners are unavailable.

  2. Architects - can upload geometry and edit the geometry page

  3. Mechanical Engineers/Energy Modelers - can edit the optimization options page

  4. Plumbing/Civil/Landscape - can edit the water page

  5. Interior Designers - can edit the optimization page (for finishes)

  6. Structural Engineers - can edit the optimization page for structures

  7. Contractors/Cost Estimators - can edit the optimization options page

  8. Owners and Permitting Authorities - will receive a read-only invitation to the project.

Once the person invited to collaborate accepts the email request to access the project, they will be able to view all the analyses and make changes to certain aspects (determined by their role). However, if a business has an expired subscription, no one can access their projects, not even previous collaborators.

If you do not want anyone to edit the project, click the lock button on the lower left side of the interface.

Happy Modelling!

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