Add a New User

Before you begin: Adding a User in PLBM requires Administrator access.

To add a new user in Pipeline LBM:

1. Log in to Pipeline LBM.
2. Click the (settings button) in the top-right corner.
3. Select Users from the SEttings Menu.
4. Click the Plus icon . This will open the New User dialog.
   
5. Fill in the email, name, phone, and address fields. The email you enter will be the user’s login ID.
6. Click Save. You can also choose one of the following options:
   1. Save and New– Save and start adding another user.
   2. Save and View– Save and go directly to the user’s profile to assign a role. If you do not, Pipeline LBM will automatically set the user’s role to Estimator.

Change a User’s Role

To update a user’s role in Pipeline LBM:

1. Log in to Pipeline LBM.
2. Click the gear icon   in the top-right corner to open the Settings.
3. Select Users from the Settings menu.
4. Locate the user whose role you want to change and click their name to open their user profile.
5. Scroll to the Role field and choose one of the following:
   • Administrator – Full access; paid license required.
   • Estimator – Can perform core functions; paid license required.
   • Collaborator – Can only view and download documents; license is free. Note: See this article on User Licensing for more information on account roles.
6. Click Save at the top of the page to apply the changes.
   Important: Changes won’t be saved unless you click Save.