Part 12. Frequently Asked Questions (FAQ).

Users & Access?

What should I do if the invitation email didn’t arrive?

Check your Spam folder and make sure the sender address ([email protected]) is whitelisted. (Registering a New User)

How can I reset my password?

On the login screen, click Forgot your password?. Enter your email, receive the message, and set a new password (at least 12 characters, including numbers and special symbols). (Account Recovery)

Why don’t I see my project in the list?

Make sure you have the correct access rights and that the project has been created by a manager. (2.2 Account and Project Selection Menu)

How do I assign a role to a user?

Go to Account Members or Project Members, enable edit mode, double-click the Roles cell, and select the proper level (Manager, Contributor, Viewer, No Access). (Assigning a Role to a User)

Parameters & Classifiers

How do I create a new classifier?

Open Classification Tables, enable edit mode, and click Add. (4.1 Classification Tables.)

Can I bulk upload classifiers?

Yes, use the Import function with a tab-delimited table. (Bulk Addition of Classifier Entries)

Why are Select/Multiselect fields not imported?

This is a current limitation and will be fixed in a future update.

What’s the difference between Revit Built-In and Revit Shared parameters?

• Built-In — predefined Revit parameters, cannot be modified.

• Shared — user-created, can be assigned to families and projects. (Parameter Groups and Filling Rules)

Working with the Platform

How do I enable table editing?

Click the Edit button in the toolbar. Once active, Add, Remove, Import, and context menu options become available. (Edit)

Can I configure sorting and filters?

Yes, in View Settings → Sorting/Grouping and Filters. (Sorting/Grouping)