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Alloovium

Getting started

Setting up your workspace

One organisation, many projects, and user groups that decide who can do what. Understand the three layers and set them up in minutes.

How the workspace fits together

LayerWhat it holdsWhere to manage it
OrganizationYour company: the template library, playbook, lessons, contacts, and every member.Organization in the sidebar
ProjectsOne workspace per contract, tender, or site — documents, people, meetings, claims, timeline.Projects in the sidebar
User groupsNamed sets of people with a permission matrix. Groups grant access — to the org and to projects.Organization → People → Groups

Your account is scoped to your organisation — all colleagues who sign up with your company share one tenant, one library, and one set of groups. Projects are private by default; a project is visible only to the people whose groups grant access to it.

The organisation's Members directory — every member with their avatar, email, groups and last-active time, with Active and Inactive tabs, search, invite and CSV export along the top.

Getting set up

  1. Create your account

    Sign up at alloovium.com with your work email. If your company already uses Alloovium, ask for an invite instead — you'll inherit the right access automatically.

  2. Create your first project

    Click "New Project" from the Projects page. Name it after the job — "Calabria Substation D&C" — and add a description so teammates recognise it.

  3. Upload your documents

    Drag files or folders into the project. PDF, DOCX, XLSX, and PPTX are all understood; drawings get title-block extraction automatically.

  4. Connect your systems

    Head to Integrations and connect Outlook or Gmail, SharePoint or Google Drive, and any construction platforms you run — the record stays current without re-uploading.

The New Project panel — name, project number and client fields with a project description filled in, the first of three quick setup steps.

Inviting your team

Alloovium grants access through user groups. Each group carries a permission matrix — which areas its members can see and which actions they can take. When you invite someone, you pick their groups; the safe Read-only group is preselected, and adding someone to your admins group is what makes them an org admin.

  1. Open the invite panel

    Organization → People → Invite for company-wide access, or a project's People tab to invite someone to just that job.

  2. Enter their email and pick groups

    Choose one or more groups. Create a new group inline if none fits — you can copy an existing group's permissions as a starting point.

  3. Send it

    They get an email link, see who invited them and to what, and land in the right projects on first sign-in.

The invite panel — addresses entered as chips, the group multi-select with Read only picked, and the group's permission matrix previewed inline so you can see exactly what the invite grants, with a change-for-this-invite-only override.

Coming from roles?

There are no per-person Viewer/Editor/Admin roles to assign anymore — group membership is the single source of truth for what someone can do. See Permissions for the full matrix.