Supporting fabrication customers

Company contacts and member access

Company membership and internal staff access are separate. Registration does not enroll staff, and being a customer admin does not grant Ops access.

1. Open Ops, select the intended client, then choose Company contacts & member access. Confirm the selected company shown above the form; your own company membership stays unchanged.
2. Owner and operations staff can edit company/member work contacts and manage membership. Support can read company contacts, active directory contacts, and safe installed-credential metadata. Billing can read company contacts only. Unavailable sections do not mean zero records.
3. For contact changes, edit the relevant profile and choose Save profile. Contact email does not change Microsoft sign-in. A revision conflict keeps the draft and blocks Save; copy any needed draft text, then Reload saved profile and review the latest version.
4. In Directory, search covers loaded rows. Continue with Load more members until End of directory. Account, invitation, and credential counts are operational inventory; purchased seats, observed machines, and payroll hours are separate.
5. To change access, save or discard open drafts, select Suspend membership or Reactivate membership, enter a reason, and confirm. Suspension preserves work/history and disables only credentials explicitly linked to that member. Reactivation leaves disabled secrets disabled. Refresh after an access-version conflict.
6. In Add-in access, link only a known installation to a verified active member and save the explicit link. Linking never transfers historical hours or enables a disabled secret. Disable credential stops that credential's future authorized access and preserves history.
7. New-company signup and invitation acceptance require explicit confirmation after sign-in. An already accepted invite offers Restore existing access for the same accepting account; it does not create another membership or restore suspended access.

Profile saves do not send mail or change billing. Use Back to Ops to select another company. For your own work contacts, use My profile only when you also have an active company membership.

The product map

The fab flow, end to end

• Model and export. In Revit, ForgeFab groups untagged duct into packages and runs Export to Beacon. Hand-spooled work is never touched.
• Packages and pills. A Duct Prefab Package is 2 to 3 connected parts with a package number like EA-L1-03. Every part also gets a pill like EA1-42. Diffusers, grilles, and dampers are kitted, not welded in.
• Labels. Each package prints a QR and barcode from a project's Labels tab. Scanning opens the package in Beacon.
• Master model. All packages stitch into one 3D view colored by system. Shift-click parts to multi-select, then Add to package to regroup. Reassigned parts recolor to their package.
• Install. In install mode, tapping a part marks it installed (green vs amber). Progress is shared across the crew live.
• Status back to Revit. When a package is Approved or beyond, the addin's Sync from Beacon grays and pins those parts so approved work can't drift.

Numbering, for quick reference

Common questions and fixes

Escalation and links

Customer chat routes here once wired. For now, customers email support and it reaches the team. Account actions (billing, seats, resets) live in the Ops console.