• BIM Collaborate
  • Forma Data Management

Coaching: Set folder structures and permissions in Forma Data Management

When folder structures are set up in an organized way and users can subscribe to folder updates, teams spend less time finding documents and more time monitoring the project and solving problems. In this module, you learn how to create a project site in Forma Data Management and define the folder structure. You also apply folder permissions to ensure the right people have access to the right data.


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Module overview

When folder structures are set up in an organized way and users can subscribe to folder updates, teams spend less time finding documents and more time monitoring the project and solving problems. In this module, you learn how to create a project site in Forma Data Management and define the folder structure. You also apply folder permissions to ensure the right people have access to the right data.

This module takes approximately 30 minutes to complete. By the end of this module, you should be able to:
  • Create an organized folder structure 
  • Set folder permissions 
  • Invite users 

Module outline

  • Set folder structures and permissions in Forma Data Management

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