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Settings is a portfolio-level module. Access it from the left navigation bar before selecting a building. Changes you make here apply across your entire Cloud BMS instance.
The Settings module provides administrative configuration for your Cloud BMS instance. It manages buildings, users, device types, document types, units, and tags that apply across your portfolio.

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Buildings

The Buildings section provides detailed configuration for each building in your portfolio.
Admin Settings Buildings page showing a list of buildings with picture, name, category, and address columns

The Buildings page lists all buildings with their picture, name, category, and address

1

Navigate to buildings

Go to Settings and select Buildings. Use the search bar to find your building or browse the list.
2

View building details

Click a building name to access its configuration. Five tabs are available:
  • Details shows the building name, address, construction year, and category
  • Areas lists the floors, zones, and rooms (see the areas documentation for management)
  • Users shows users assigned to this building
  • Files contains building-related documents and 3D BIM model files, with creation logs and file metadata
  • Devices lists devices associated with the building

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Add a BIM file

Upload a 3D BIM model file on the building Files tab before you add it to an area dashboard. Supported formats include .fbx and other 3D file types your organization allows.
1

Open building files

Go to Settings and select Buildings. Click the building name, then open the Files tab.
2

Add a BIM model

Select the three-dot menu to the right of the search bar and choose Add BIM Model. Upload or select your 3D model file.
Building Files tab in Admin Settings showing a file table with BIM Model and Floor Plan types and the three-dot menu open with Add BIM Model highlighted

The Files tab three-dot menu includes Add BIM Model for uploading 3D building models

3

Confirm the upload

After the upload completes, the file appears in the table with Type set to BIM Model. You can search and filter files using the search bar.
The Files menu also supports Add Floor Plan, Add Device File, and Add Building File for other asset types. BIM files are used only with the BIM Model widget in Areas.
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Column
File name as stored for the building (for example, an .fbx model file).
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Column
File category. BIM uploads show as BIM Model.
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Column
Timestamp when the file was uploaded.

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Manage building users

From a building’s Users tab, you can view all users assigned to that building and manage their access.
Building Users tab showing a table of assigned users with name, email, position, role, and phone columns

The Users tab shows assigned users with their name, email, position, role, and phone number

Click + Assign Users to add users to the building. Search for users by name, select or deselect them, and click Save changes.

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Device settings

The Devices tab under a building’s admin configuration controls how device detail pages behave for that building. Use it to set the default landing page, show or hide tabs and summary cards per canonical type, and control which points appear by default. Building-level settings apply to all devices in that building. Export and import configurations to reuse the same setup across your portfolio.
1

Open device settings

Go to Settings > Buildings, then click the building name. Open the Devices tab. Three customization sections are available: Default Navigation, Tabs & Cards, and Point Visibility.

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Default navigation

Choose which page opens when a user opens a device.
Devices tab showing Default Navigation options with Last Navigation, Trends, and Graphics radio buttons

Default Navigation lets you choose the landing page for device details

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Radio
The device opens to the last page the user visited on that device. This is the default setting.
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Radio
The device always opens to the Trends tab.
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Radio
The device always opens to the Graphics tab. If no graphic is available for the device, it opens to Trends instead.
Click Save Changes to apply your selection.

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Tabs and cards

Configure which tabs and summary cards appear on device detail pages, organized by canonical device type. End users see only the tabs and cards you enable for that device’s canonical type.
Tabs and Cards configuration showing a matrix of device types and toggles for Graphics, Work Orders, FTT, FDD Events, Schedule, Referenced Devices, and Weather

Tabs & Cards controls tab and card visibility per device type

Each row represents a canonical device type (for example, ahu, airQuality, coolingTower). The columns are split into two groups: Toggle each option to show or hide it for that canonical type. The Trends and Device Details tabs are always enabled and cannot be hidden. If you disable Graphics for a canonical type, that tab is hidden on matching devices.
Hide tabs and cards that are not relevant to specific equipment types. For example, disable Work Orders or Weather on device types where operators do not need them.
Click Save Changes to apply your updates.

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Point visibility

Control which points are visible by default on device detail pages. Configuration is based on ontology field and applies per canonical device type.
Point Visibility configuration showing a device type dropdown, point name list grouped by ontology field, and show/hide toggles

Point Visibility lets you show or hide specific points per device type

1

Select a canonical type

Use the dropdown to select the canonical device type you want to configure (for example, ahu).
2

Filter and search

Optional: filter by Status — All or In Use. Use Search to find ontology fields quickly.
3

Set visibility

Points are grouped by ontology field. For each field, set Show (visible by default) or Hidden (hidden by default). Use Show all or Hide all within a group to bulk-toggle every field in that section.
4

Save changes

Click Save Changes to apply the updated visibility settings.
On the device Trends tab, hidden points do not appear in the left panel by default. End users can reveal them with Show Hidden.

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Import and export device settings

Export and import applies to all device customization settings: Default Navigation, Tabs & Cards, and Point Visibility. Use it to copy a proven configuration from one building to another.
Import Device Settings with Sheet dialog showing a file upload area

The import dialog accepts a spreadsheet file with device settings

1

Export from a source building

Open the building’s Devices tab. Click Export Settings to download the configuration as a CSV file.
2

Import into a target building

Open the target building’s Devices tab. Click Import Settings, then upload or drag the CSV file into the dialog. Click Import.
3

Review and save

Review the imported changes, then click Save Changes to apply them.
Export settings from a fully configured building first, then import them into other buildings to standardize device pages across your portfolio.

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Users and permissions

While user management is primarily handled through Launchpad, Cloud BMS also allows you to add and manage users directly.

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Add a new user

1

Navigate to users

Go to Settings from the left navigation bar. Select Users from the left side menu.
2

Start adding a user

Click Add New User at the bottom right of the page.
3

Complete user details

Fill in the required information:
4

Save the user

Click Save to create the user account.

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Edit or remove a user

Select a user from the Users page to view their details. The user details page shows their name, email, position, role, and phone number.
User details page showing name, email, position, role, and phone with Edit User and Remove User buttons

The user details page provides Edit User and Remove User actions

Click Edit User to update the user’s details (name, position, phone, role) or click Remove User to delete the account.

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Assign users to buildings

From the user details page, go to the Buildings tab next to the Details tab. Click Assign Buildings and check or uncheck the buildings this user should access. Click Save changes.

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Device types and units

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Device types

Navigate to the Device Types page in settings to view all device types configured across your buildings.
Admin Settings Device Types page showing a list of equipment types including Chiller, Cooling Tower, Heat Pump, and others

The Device Types page lists all configured equipment types with a search bar and Add Type button

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Button
Create a new device type by clicking + Add Type, entering the name, and clicking Save.
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Menu
Hover over a device type and click the three-dot menu to edit or delete the type.

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Units

The Units module manages measurement units for your devices. Navigate to Units in the settings menu to view all configured unit categories.
Admin Settings Units page showing measurement categories like Concentration, Current, and Energy with their unit details

The Units page organizes measurements by category, each showing ID, symbol, keywords, COV tolerance, and precision

Each unit category (for example, Concentration, Current, Energy) contains entries with:
  • ID (for example, parts_per_million)
  • Symbol (for example, ppm)
  • Keywords for search and filtering
  • COV Tol. (change of value tolerance)
  • Precision (decimal places)

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Tags

Tags provide additional metadata for organizing and classifying devices and points. Navigate to the Tags page in settings to manage your tag library.
Admin Settings Tags page showing a list of tags like power, coolingTower, pump, and sensor with their descriptions

The Tags page lists all tags with their name and description, searchable and sortable

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Button
Create a new tag by clicking + Add Tag. Fill in the tag name (required) and description (required), then click Save.
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Menu
Hover over a tag and click the three-dot menu to edit the tag details or delete it.

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Document types

Configure document type categories used in the Documents module at portfolio and building level. Type names are managed in portfolio Settings only, not from the Documents list.
Settings Document Types page listing types such as Agreement Contract As-Builts and Budget with Created At dates

Document Types page in Settings with search and add document type

1

Open Document types

From the portfolio sidebar, select Settings, then Document types in the Settings sub-navigation.
2

Search or add types

Use Search document types to find an existing entry. Select + Add document type to create a new type name for upload and filter dropdowns.
New types appear in the Type field on the Documents upload dialog and in list filters after you save them.

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Next steps

Introduction

Return to the platform overview and glossary.

Sites and map view

Manage your building portfolio and navigate between sites.

Documents

Upload and tag documents using types defined here.
Last modified on August 18, 2026