Setting up users correctly is essential to ensure your team can access the right data, collaborate efficiently, and maintain security and visability across your AIM projects.
Whether you're managing internal staff, subcontractors, or external clients, AIM’s user management system allows you to define roles, set permissions, and control access at every level.
This section will walk you through how to:
Add new users to your AIM account
Assign appropriate access permissions
Set up multi-factor authentication (MFA)
Send welcome emails to invite users into the platform
Before you begin:
Make sure you’ve defined the user’s roles and know which project(s) or site(s) they’ll need access to.
Let’s get started with adding your first user 👇
1. Log into you AIM platform account
2. Click "Users"
3. Click "Add New User"
4. Click the "Enter first name" field.
5. Click the "Enter last name" field.
6. Click the "Enter e-mail address" field.
7. Click "Generate Random Password" or set Password by typing.
8. Click "Access Type" and select relevant permission level for user.
Use Site Share for view-only, no-login access (with expiry) No user required
Use Client User for access to a selection of sites
Use Client Administrator for access to all sites
Use Client Super Administrator for full, multi-client oversight
9. Click "Client"
10. Click "Not Enabled"
11. Click "MFA Type" either One time passcode (OTP) or Authenticator app
12. Click the "Enter job title" field.
13. Click the "Enter a contact telephone number" field.
14. Click the "Enter a contact mobile number" field.
15. Click "Save"
16. Click "Send Welcome Email"
17. Click "Yes"
Once saved, the user will receive a Welcome Email allowing them to log in and access the platform.
Note for Client Users:
By default, client users will not have visibility of any sites or projects. You’ll need to either manually assign visibility to specific sites/projects or clone access permissions from an existing user to speed up the setup process and save admin time.
How to share sites with your new users
1. Within the user page of the platform, Click "View" on the relevant user
2. You will see a list of your sites, Click the checkbox of relevant sites and hit save to share site access to the user
3. Click this checkbox.
4. Click "Projects" Click the checkbox of relevant projects and hit save to share all sites belong to that project with the user
5. Click this checkbox.
6. Click "Save"
7. Click "Clone Permissions" save time and clone existing user permissions to drive efficiency.
