Allow Project Team Member to consume Reality Data

1) Go to https://connect.bentley.com/

Note: If you do not have an existing project, look at the following page for instructions on how to register one: Register a new ProjectWise Project and open the ProjectWise ContextShare web portal

2) Look for the ProjectWise Projects section:

This section shows all the projects the user has recently accessed.

     2.1) Use the arrows at the bottom of the section to browse projects.

     2.2) Click on a project name to access the project.

     2.3) If the project is not listed, click the magnifying glass icon to search for it.

3) Once inside a ProjectWise Project, locate the Team Members section and click Manage Members:

4) In the Project Team Management page, click Manage Roles:

5) Roles are listed on the left side of the page:

     5.1) It's possible to add a permission to an existing Project Role (e.g. "Drone Pilot"). To do so, select this role.

or

     5.2) Create a new Project Role by clicking on the + New Role button.

     5.3) To allow users to consume Reality Data, toggle ON ProjectWise ContextShare's Use permission:

    5.4) Finally, Save the Project Role:

Note: To modify an Enterprise Role go to the the Roles & Permissions tile in the enterprise portal.

6) Click Project Team Management to return to the Project Team Management page:

7) Adding permission to Project Team Members:

• If the added the new permission to an existing role that is already assigned to the Project Team Member, you are done.
• If you are adding a permission to a user who is already a Project Team Member, proceed to step #7.1.
• If you are adding a new Team Member to the ProjectWise Project, proceed to step #7.2.

     7.1) If the user is already a member of the ProjectWise Project:

          7.1.1) Select a user form the list and click Modify Role(s):

          7.1.2) Select the role that contains ProjectWise ContextShare's Use permission from the Available Roles section and move it to the Role(s) to be Assigned section using the arrow button:

          7.1.3) Click Modify Role(s):

     7.2) If you are adding a new user to the ProjectWise Project:

           7.2.1) Click + Add User(s):

          7.2.2) Type the name of the user to add to the ProjectWise Project:

          Note: You can switch from Name to Email in order to add an external team member to the project, for more information visit the following page: Adding Team Members to the ProjectWise Project

          7.2.3) Click the Add button to add the user:

          7.2.4) Select the role that contains ProjectWise ContextShare's Use permission:

          7.2.5) Click Add User(s):

8) The user will be allowed to consume all the Reality data that are assigned to this ProjectWise Project.

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Related:

• Register a new ProjectWise Project and open the ProjectWise ContextShare web portal
• Adding Team Members to the ProjectWise Project