Manage Bluebeam Subscriptions via Org Admin Portal

Manage Bluebeam Subscriptions via Org Admin Portal

How to Manage Subscriptions via Bluebeam Org Admin Portal - Video Tutorial

If you are an Org Admin managing Bluebeam subscriptions for yourself or other Bluebeam users in your organization, you can do so via the Bluebeam Org Admin Portal.

• Firstly, you have to access the Bluebeam Org Admin Portal on the web with your Bluebeam ID.
• Next, add and invite Bluebeam end-users, assign them the relevant subscription plans, or mark them as unpaid collaborators.
• Then, manage Bluebeam subscriptions by unassigning subscription plans, resending invitations, or deleting users. 

Watch the video above or read this step-by-step guide that will walk you through managing Bluebeam subscriptions for your organization via the Bluebeam Org Admin Portal.

Accessing the Bluebeam Org Admin Portal

Step 01: Open your browser and go to the Bluebeam Org Admin Portal.

Step 02: Select the appropriate server region associated with your Bluebeam ID. Selecting the correct region is mandatory for sign-in authentication.

Step 03: Enter the email address associated with your Bluebeam ID and click Next.

Step 04: Enter your password and click the Sign In button.

Managing Users and Assigning Subscriptions

Viewing and Modifying Existing Users

Step 01: Once signed in, scroll down to the Accounts section and select the account or company name where you want to manage users.

Step 02: On the left, click the Users option under Account Administration settings.

Step 03: Scroll down to the Users Overview section, you will see a list of existing users and their subscription status, user type, and other details.

Step 04: To modify a user’s subscription:

• Click the three dots next to the user’s details.
• Select Modify Subscription Access.
• Choose the available subscription (that reads subs greater than 0).
• Click Save Changes to assign the subscription.

Adding New Users

Step 01: In the Users Overview section, click the Create New User button at the top.

Step 02: In the pop-up window, enter the user’s First and Last Name.

Step 03: Enter the email address the user will use as their Bluebeam ID.

Step 04: The server region will be set to the United Kingdom by default, but you can change it based on the user’s location.

Step 05: Choose the user’s role by selecting from:

• Org Admin – Full control of the account.
• Limited Admin – Can only manage licenses they purchased.
• End User – Can use Bluebeam solutions.

Step 06: Provide additional information, such as the country, language, and job level.

Step 07: Review the details and click Save.

Step 08: To assign a subscription to the new user, click the Subs Available button for the available subscription and hit the Save Changes button below.

Inviting Users

Step 01: Once saved, the new user will appear at the bottom of the User Overview section with a Pending status.

Step 02: The user will receive an invitation email to accept the subscription and create a Bluebeam ID. Once completed, the status will change to Accepted.

Step 03: If necessary, you can resend the invitation by clicking the three dots next to the user’s details and selecting Resend Invitation.

Bulk Adding Users

Step 01: Click the Create New User button and select the Bulk Add Users tab.

Step 02: Download the Bulk Adding Template (CSV file) and fill in the required information (Ensure not to change the columns’ order).

Step 03: Once completed, upload the file by clicking the Browse option.

Step 04: Click Run Validation to process the file.

Step 05: If any errors exist, fix them, then re-upload the file. Once validated, a summary of updated records will appear.

Overview Subscriptions

Step 01: Below the User Overview section, navigate to the Plan Overview section.

Step 02: This section will show the available subscription plans and their status. For example, you may see Bluebeam Basics and Bluebeam Complete licenses, along with the number of subscriptions assigned.

Deactivating or Removing Users

Step 01: To deactivate a user:

• Unassign their subscription by clicking the three dots next to their details. 
• Click Deactivate User.
• Confirm the action by clicking Yes.

Step 02: To permanently remove a user:

• After deactivation, select Remove User from the same menu.
• Confirm the action by clicking Save.

Following these steps, you can efficiently manage your Bluebeam subscriptions via the Bluebeam Org Admin Portal. For more onboarding support or Bluebeam tutorials, stay connected with Brighter Graphics.