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AUTHOR: David Spergel

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How do you manage the Users for your Bluebeam Subscriptions?

With the Bluebeam Revu 21 release, you now have access to the Bluebeam Subscription Management Portal, an online administrative tool available for active subscriptions. From here, Org Admins can allocate Bluebeam subscription seats, add or remove End Users, manage other Org Admins, and more.

Bluebeam Plans allow you to access Revu 21, Studio, and Bluebeam Cloud on up to three devices using a single login.

But first, Org Admins must assign a Bluebeam Subscription Plan to themselves if they want to log into Revu 21 or Bluebeam Cloud.

Here are some tips to manage your Bluebeam Subscription within your organization from adding, deleting, or modifying user subscription access.

 

  1. After purchasing a Bluebeam subscription, you’ll receive an email invitation to register your Org Admin account.Org Admin Invitation
  2. Click Accept Invitation.
  3. Fill out the form with your information and set a password for your new account.
  4. When finished filling out the form, click Finalize at the bottom of the page.
  5. You’ll receive a second email asking you to confirm the email address used for your Bluebeam ID (BBID).Confirm Bluebeam ID
  6. Click Confirm My Bluebeam ID.
  7. After completing an account registration, you’ll receive a third email to access the Bluebeam account login page.Get Started Org Admin
    To access the subscription management portal in the future, be sure to bookmark https://org-admin.bluebeam.com.
  8. Click Get Started.
  9. Enter your BBID credentials.
During the account registration process, you’ll also receive an email to set up your Bluebeam University account. All subscriptions come with free access to BBU training content for you and your users.

 


Users + Product Tier Management

With the Bluebeam Subscription Management Portal, you can manage users and their subscription access (i.e., product tier). To get started:

  1. After signing in, select the account you’d like to view and manage under Accounts.
  2. From the Dashboard, go to Account Administration in the left sidebar menu.
  3. Select Users & Product Tier Management.
  4. Select User Overview to see all account users and their information, including User Type, Product Tier, and Status.
  5. Select Product Tier Overview to see all the available seats on your account for each subscription tier.

Add a New Subscription User

Within Users & Product Tier Management, you can add new users to your account individually. To do this:

  1. Click the Create New Subscription User button to the right of the User Overview.
  2. The Add New Subscription User window will appear.
  3. Under the Add new user tab, fill out the required fields and any other important contact information.
    In addition to setting Permissions, you’ll need to select the appropriate Server Region.
  4. When finished entering the new user’s information, press Save.
  5. From the next window that appears, select the product tier the new user will have access.Select A Product Tier
  6. Press Save Changes.

The new user will appear under User Overview with a Pending status until their account has been activated.

 


Bulk Add Users

Org Admins can also add a batch of users to their accounts. To do this:

  1. From the Dashboard, go to Account Administration > Users & Product Tier Management.
  2. Click the Create New Subscription User button.
  3. At the top of the Add New Subscription Users window, switch to the Bulk add users tab.

    Bulk Add Users

  4. To add multiple users, you’ll need to import a .csv file. Download the template provided and input all mandatory information in Excel.
  5. After saving your version of the .csv, upload it in the Add New Subscription Users window.
    Drag and drop the file or Browse for it in File Explorer.
  6. Click Run Validation.
  7. The .csv is then processed and will appear at the bottom of the window if valid.

    Bulk Import Users

  8. Press the Import All button.
  9. After reviewing the Summary, click Close.

The new users will appear under User Overview with a Pending status until their accounts have been activated.

 


Edit Subscription Access for Multiple Users

After bulk-adding users, you’ll need to assign them subscription access. To do this for multiple users at a time:

    1. Within Users & Product Tier Management, scroll down to Product Tier Overview.
    2. For a subscription tier with available seats, select the menu icon next to Total Subs.Assign to Product Tier
    3. Select Assign Members to Product Tier.
    4. In the Edit Product Tier dialog box, unassigned users will appear on the left. Select the check box next to the users you’d like to add to the subscription tier.Edit Product Tier
    5. Once you’ve selected all applicable users, click the right arrow, and they’ll be moved to Current users.
    6. Click Save.
You can also remove multiple users from a subscription tier to free up seats by selecting Current users and clicking the left arrow to move them back to Account users.

Search + Filter Subscription Users

Within Users & Product Tier Management, you can also find particular account users and/or filter them by categories. To do this:

  1. Under User Overview, click the dropdown menu next to the funnel. ‘Search all’ is the default selection.Filter Subscription Users
  2. Select the category in which you’d like to filter subscription users:
    • First Name
    • Last Name
    • Email Address
    • User Type
    • Product Tier
    • Invitation Expiry Date
    • Status

You can also search by keyword if looking for a particular account user and/or email:

  1. Type your search term in the field next to the filter dropdown list.
  2. Click the magnifying glass or press Enter.

Your search results will display under User Overview.

Search Subscription Users

You can also sort columns by values by selecting the arrow that appears when you hover your cursor over a column heading:

Sort by column values
Sorting by the last name with the downward arrow will list users alphabetically in descending order. To switch to ascending order, click the arrow again for it to turn upward.

Edit User Information

From the Users & Product Tier Management page, you can also edit information for existing account users. To do this, follow these steps:

  1. Under User Overview, select the menu icon next to a user’s Status for additional options.

    Edit user information

  2. Select Edit user information.
  3. The Modify Subscription End User window will appear. From here, you can navigate to Modify Product Tiers, change Permissions, and/or update Contact Details/Information.

    Modify subscription end user

  4. When finished editing user information, press Save.

The updated information will appear under the User Overview list.


Modify Subscription Access for a Single User

When you need to change subscription access for a specific account user, select the menu icon next to their Status and:

  • Go to Edit user information > Modify Product Tiers
  • Or choose Modify Subscription Access

Select a new product tier with available seats and click Save Changes.

If you’ve assigned all available seats for a particular subscription tier, you can change an existing user’s access to Read-only to free up a seat for a new user.


Resend Invitation

When adding new subscription users, invitations are sent out via email for accounts to be created and activated. However, email invitations will expire after the date listed in the Invitation Expiry Date column under User Overview. To resend an invitation, click the menu icon next to Status and select:

  • Edit user information > Resend Invitation
  • Or Resend invitation

Resend invitation

Select the checkbox next to Welcome Email and click Resend. A new invitation will be sent to the user’s email, and the expiration date will automatically update.


Deactivate User

When you need to deactivate a user, do the following:

  1. Under User Overview, click the menu icon next to a user’s Status.
  2. Select Deactivate User.
    Deactivate user
  3. To confirm, click Yes.

Deactivated users will still be listed under User Overview. However, their Status will change to Inactive.


Reactivate User

If you need to reactivate an inactive user:

  1. Select the menu icon next to a deactivated user’s status.
  2. Click Reactivate User.Reactivate User

 

If you have additional questions, please reach out to our Bluebeam Team at bluebeam@microsolresources.com.

 

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Tips for Self Upgrading to Bluebeam Subscription

Bluebeam is moving Revu from a licensing and maintenance model to a subscription model. They now offer three Bluebeam Plans: BasicsCore, and Complete with functionality on desktop, web, and iOS mobile to boost your productivity.

With the introduction of Bluebeam subscription products, they have a new customer self-upgrading tool and a change in their Partner of Record process. Here’s information about your Bluebeam maintenance upgrade scenarios and the new processes.

 

Scenario 1: Upgrade to Subscription from Maintenance

If you want to upgrade your maintenance, you can do so via the Self-Upgrader Tool. This is an improved version of the old perpetual site that will move the customer to Revu 21.

 

Scenario 2: Upgrade to Subscription at the Time of Renewal

If you want to upgrade at the time of renewal, you should first renew your maintenance using the perpetual process and second, use the Self-Upgrader Tool to upgrade to Subscription (see Scenario 1).

 

Scenario 3: Convert an Open License (OL) to a Subscription

While Bluebeam no longer offers a concurrent user model, their new simplified self-serve licensing system allows you to effortlessly switch devices using your Bluebeam ID (BBID).

With a named-user license, you can log into Bluebeam Revu 21 and Bluebeam Cloud on up to three devices simultaneously.

To add new team members to your account, contact the Microsol Resources’ Bluebeam Support Team, we would need your Bluebeam ID (BBID), and discuss the desired number of subscriptions. After deciding on the additional seats, you can distribute them to individual users through the Bluebeam Subscription Management Portal.

 

If you have additional questions about these various scenarios or need help upgrading your Bluebeam licenses, feel free to reach out to us at bluebeam@microsolresources.com.

 

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Get the latest version of Bluebeam Revu

Bluebeam gives you the smart tools you need to keep your team in sync and get the job done right—anytime, anywhere.

Bluebeam Revu makes it easy to securely access your work anywhere. You can log into any desktop with Revu installed and access your project files, or send your Tool Chest to Bluebeam Cloud for markups on the go.

Important: You’ll need your Revu serial number and product key to unlock the software. If you’re a license owner with active Maintenance, you can upgrade to get your Revu 21 serial number and product key here.

What’s New with Bluebeam 21?

  • Sign In: Sign in securely on any desktop with Revu installed and access all the features corresponding to your Bluebeam Plan.
  • Tool Chest Anywhere: Send your Tool Chest directly to Bluebeam Cloud and access many of your favorite tools on any web or iOS device.
  • Plugins: Enjoy added support for Revit, AutoCAD, and Navisworks 2023.
Revu 21

20 September 2022

  • Fixed an issue where selecting fonts in DPT would crash Revu.
  • Fixed an issue where text added to a text box was not being recorded in a Session.
  • Fixed an issue where check-in information was not updated in the SharePoint version history dialog.
  • Fixed an issue where signatures were incorrectly showing as invalid.
  • Fixed an issue with Bluebeam Administrator settings for Bluebeam PDF printer.
  • Fixed an issue with the AutoCAD plugin not respecting an option for deleting temporary files.
  • Fixed an issue with converting an Outlook email to a PDF.
  • Fixed an issue where Windows updates were crashing Revu for deployed installations.
  • Fixed multiple issues with IGC digital certificates significantly increasing file size.
  • Fixed an issue with editing multi-page files with broken Bookmarks.
  • Fixed an issue with the Office plugin not converting files with overlapping images.

What’s New with Bluebeam Revu 20.2?

  • Setting page scale improvements: Ability for users to save their commonly used page scales into the preset list, ensuring the accuracy of takeoffs. Additionally, there will be an option to apply a standard, user-defined y-axis scale across multiple pages.
  • Flexible length measurement Unit: In Revu 20.2, users can set the length unit independently of the page scale, helping them bid faster & submit more bids, plus it gives international customers the flexibility to take off materials based on project requirements.
Revu 20.2.70

29 March 2022

What’s Fixed

  • Fixed an issue where selecting fonts in DPT would crash Revu.
  • Fixed an issue where text added to a text box was not being recorded in a Session.
  • Fixed an issue where check in information was not updated in the SharePoint version history dialog.
  • Fixed an issue where signature was incorrectly showing as invalid.
  • Fixed an issue where Solid Line Style was being overwritten and replaced with Cloud Style.
  • Fixed an issue where use of full-width Japanese character as input for scale was crashing Revu.
  • Fixed an issue where Stamp folder location is not exported into Revu Preferences XML.
  • Fixed an issue where incorrect Revu version was displayed in About information.
Revu 20.2.60

25 October 2021

What’s New

  • Studio users will now remain signed in until they choose to sign out.

What’s Fixed

  • Fixed an issue where tools could appear in the wrong Tool Set.
  • Fixed an issue where automatically creating form fields was corrupting the file in certain cases.
  • Fixed an issue where copying text with ligated characters would result in an incomplete selection.
  • Fixed an issue where canceling an error dialog would close the document with unsaved changes.
  • Fixed an issue where inserting pages from PDFs with bookmarks wasn’t working in some cases.
  • Fixed an issue where some images were rendered as black squares.
  • Fixed an issue where files could bloat when adding IGC digital certificates.
  • Fixed an issue where Revu could freeze when repeatedly copying and pasting certain markups.
Revu 20.2.50

31 August 2021

What’s Fixed

  • Fixed a SharePoint Extension issue with the “Open In Revu” context menu when multi-tenant deployed.
  • Updated SharePoint authentication to default to “Modern”.
  • Fixed an issue where converting an Outlook email to a PDF was displaying an error message.
  • Fixed an issue causing files to be incorrectly considered as edited on open.
  • Fixed an issue where users were unable to delete or insert pages on some multi-page files.
  • Fixed an issue where Revu could crash during the creation of Reports with long file names.

 

Revu 20.2.40

20 July 2021

What’s Fixed

  • Fixed an issue where Windows Updates led to some crashes for deployed installations.
  • Fixed multiple related issues where file sizes were getting inflated by digitally signing a PDF.
  • Fixed an issue where the AutoCAD plugin couldn’t be enabled by Standard Users.
  • Fixed a bug causing text corruption after using Batch Sign and Seal with a PFX type digital ID.
  • Fixed a bug causing PDF Summary to substitute the Euro symbol for the space in the thousands separator.
  • Corrected Rise/Drop value in Annotations List when drawing calibrated using a preset scale of 1:10 or 1:20.
  • Fixed an issue blocking Batch Slip Sheet when “Insert revised pages before current…” was selected.
  • Updated support for FileOpen, assuring secured PDFs can open.
  • Fixed a bug where Batch Overlay wasn’t respecting the “Advanced Colour Shading” setting.

 

Revu 20.2.30

18 May 2021

What’s New

Plugin support for the latest versions of AutoCAD, Revit and Navisworks.

What’s Fixed

  • Fixed an issue causing content to not display as expected.
  • Fixed a bug causing some files not to open with the SharePoint extension.

 

Revu 20.2.20

14 April 2021

What’s Fixed

  • Fixed a bug causing Revu to not delete temporary PostScript files after printing.

 

Revu 20.2

16 March 2021

  • Revu 20.2 features improved measurement tools based on feedback from customers like you, including the ability to easily set scale across multiple drawings and apply length units independently of page scale.

 

Revu 2019 or older

October 2022

Bluebeam is investing in new technology and product enhancements to meet the industry’s toughest challenges. As they continue to invest in the future, they can no longer support or guarantee the integrity of legacy versions.

With that in mind, Bluebeam will no longer support products including Revu 2019 after March 21, 2023.

 

Why buy your Bluebeam license through Microsol Resources?

  1. We are experts
    We are experts in Bluebeam software. At times, our customers have interaction/interoperability issues with their design and design and construction tools, and our technical team is capable of identifying and solving those issues quickly.
  2. Outstanding technical support
    All software sold by Microsol Resources is provided with one-on-one troubleshooting technical support via phone or email at no additional cost.
  3. We are local and work in the same time zone.
    We understand that companies can’t afford to halt their projects because of software problems. If you ever encounter an issue with your Bluebeam software, you can reach out directly to us and get support within the same day – often immediately or within minutes. We understand how valuable your time is, and our technical team can help you resolve your issue as soon as possible.

 

Microsol Resources is a Bluebeam Platinum Partner that exemplifies best-in-class customer service, Bluebeam product knowledge, and training.

Download your free 30-day trial of Bluebeam today!

 

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