Setting up your cmBuilder Account
This page describes the initial recommended and required configuration for new cmBuilder company accounts.
To get up and running with cmBuilder, let’s start by setting up your account and configuring some basic options:
Create your Account
If your organization already has a cmBuilder account, your administrator can invite you to join. Here's how to get started:
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Check Your Email: Look for an invitation email from cmBuilder in your inbox.
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Open the Invitation: The email will contain a link to create your personal cmBuilder account.
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Create Your Account: Click on the link and follow the on-screen instructions to set up your account. This will include creating a password.
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Access Your Organization's Workspace: Once your account is set up, you'll have access to your organization's Company Workspace, where you can start collaborating on projects and scenarios.
Company User Roles
cmBuilder uses roles to determine and manage permissions for each user at both the company and project levels. You can assign, manage, and customize roles from the Company Settings > Rolls & Permissions page.
To learn more about assigning and managing roles, see User Management
Setup Single Sign-On (SSO)
cmBuilder provides Single Sign-On (SSO) functionality for Premium and Enterprise accounts to access the app through a single authentication source, allowing IT admins to better manage team access and keeps information more secure.
If you have Single Sign On (SSO) set up, you can require users to log in to cmBuilder using their SSO credentials. For instructions on implementing SSO, see the Single Sign-On (SSO) Setup Guide
cmBuilder supports SSO integration with Microsoft Entra ID (formerly Azure Active Directory) and Okta. For detailed setup instructions, please refer to the respective guides for Microsoft Entra ID and Okta .
Invite Team
All cmBuilder plans include unlimited users so that working with your team is never a problem!
To add new users, send them an email invitation from the Company Settings > Users page. To learn more, see Invite Users .
To organize users into teams, see Teams for detailed instructions.
Customize Default Settings
cmBuilder allows you to customize multiple aspects of the user experience at both the company and project levels.
We recommend configuring Company Settings up front. You can configure project preferences any time after initial setup.
Go to the General Settings page to customize your time-date formats, domains, and SSO preferences.
To set additional preferences for default units, users roles, company branding, and teams, see the topics listed in the Company Settings guide .
Set-up Integrations
The Procore integration allows users to access project data directly within cmBuilder, including projects and user permissions. For more details and setup instructions, refer to the
Procore
The ACC integration allows users to upload and sync 3D models directly into cmBuilder. For more details and setup instructions, refer to the Procore Integration guide
Autodesk Construction Cloud (ACC)
The ACC integration allows users to upload and sync 3D models directly into cmBuilder. For more details and setup instructions, refer to the ACC Integration guide
Configure Email Whitelisting
Be sure to add whitelist “cmbuilder.io” with your email provider to ensure invitations aren’t blocked.
Email whitelisting involves adding specific email addresses or domains to a trusted list, ensuring that emails from these senders are delivered directly to the recipient's inbox without being marked as spam or diverted to a separate folder. This practice is essential for making sure that important notifications and updates from cmBuilder reach users quickly and consistently.
Optimize Performance
cmBuilder is a web-based platform that relies on both your internet connection and your computer's system specifications—especially graphics capabilities—to deliver optimal performance.
To ensure optimal performance while using cmBuilder, we suggest the following:
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Enhance Performance Guide: Visit our Enhance Performance section for tips on optimizing your GPU and browser settings.
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Browser GPU Settings: Adjust your browser's GPU settings by following the instructions in Browser GPU Settings
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Enable Hardware Acceleration: Improve performance by enabling hardware acceleration. See Enabling Hardware Acceleration
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