How Access Works
You give people access to your buildings in one of two ways: add them to your organization, or invite them to a single project. This page explains how access works, which to use, and how.
How Access Works
- Members of your organization automatically have Manager access to every project it owns – including new ones. No project invites needed.
- Admins have the same project access, and also manage the organization: members, billing, and API keys.
- People outside your organization are invited to individual projects with the role you choose.
Roles at a Glance
Organization roles:
| Role | What they can do |
|---|---|
| Admin | Everything a Member can, plus manage members, billing, and keys |
| Member | Work on every project in the organization as a Manager |
Project roles, for people invited from outside your organization:
| Role | What they can do |
|---|---|
| Manager | Full control of the project, including settings and invites |
| Collaborator | Configure sources, assets, spaces, zones, and logic |
| Viewer | View project data only |
For a complete list of what each role can do, see Access and Permissions.
Choosing How to Give Access
| Who | How to give access | What they get |
|---|---|---|
| Your own staff | Add them to your organization | Manager access to every project |
| Someone who also manages your organization | Add them as an organization Admin | Every project, plus billing and members |
| Consultants, vendors, contractors, or customers | Invite them to a project | The role you choose, on that project only |
Organization members automatically have access to every project your organization owns, including projects you create later. You never need to add them to individual projects.
Add Someone to Your Organization
- Open your organization and select Settings.
- Select Members or Invites, then click Invite Member.
- Enter their email address and choose Member or Admin.
They’ll receive an email invitation. Once they accept, they can open any of your organization’s projects. See Organization Settings for more.
Invite Someone to a Project
- Open the project and select Settings.
- Select Team or Invites, then click Invite.
- Enter their email address and choose a role: Manager, Collaborator, or Viewer.
Choose the lowest role they need. Use Viewer for stakeholders who only need to see data, and Collaborator for people who configure sources and points.
See Who Has Access
The Team page in project settings lists everyone who can access the project. The Access column shows whether each person has access through the Organization or as an External user invited to the project.
Shared Projects
If you’ve been invited to projects outside your own organizations, they appear on your Shared Projects page. Open it from the organization menu in the top-right corner, next to Help.
To leave a project you no longer need, open Shared Projects, click the menu on the project’s row, and select Leave Project.
Removing Access
- Organization members – an admin can remove them from Settings → Members. This removes their access to every project in the organization.
- External users – a project Manager can remove them from the project’s Team page, or they can leave the project themselves.
Notes
- Organization members can’t leave individual projects or be limited to a lower role on a project. To give someone access to only some projects, invite them to those projects instead of adding them to the organization.