User Sync Settings

Vertex Sync

You can define user Sync settings when you first log in to Vertex Sync. Later, you can edit the settings as follows:

  1. Select > Preferences > User Default Settings.
  2. Select the Sync tab.

Settings

Organization
Enter the name of the organization when you log in to Sync. You will receive the information from the administrator of your organization. Depending on their permissions, users belonging to the same organization can view, edit and revise buildings and documents stored in the cloud service.
Note: Restart the program when you have changed the organization.
Reservation policy
Select either of the following:
  • Automated reservation and release when opening and closing building - When you start or open a building stored in the Sync service, it is automatically reserved for your username. Other users can open the building for viewing, but cannot make changes to it. When you close the building, it will be released in Sync.
  • Fully interactive reservation and release actions - You can reserve and release the building either in the building browser or with the buttons on the top left of the working window. You can reserve a building when it is not reserved for another user. You can release the building when it is reserved for your own username.
    Building Browser Working Window
    Reserve a building Checked out by column is empty. Select the building and Reserve from the right-click menu. In the upper left corner of the window, click the symbol .
    Release a building Status column displays the symbol . Select the building and Release from the right-click menu. In the upper left corner of the window, click the symbol .
New revision in synchronization as default
By default, this option is not enabled, so when you move a building to Sync, the default is that the old revision is overwritten in Sync. If necessary, you can choose to create a new revision.
When the option is enabled, and you move a building to Vertex Sync, a new revision is created by default. If necessary, you can choose to overwrite the old revision.
The revisions are numbered according to the numbering system selected in the Sync service.
Read more about Storage Options When Closing a Building.
Synchronize as default when closing building
When the option is enabled and you close a building, Push to Sync will be selected by default in the dialog box. When the option is not enabled, the default option is Keep as local building.
Read more about Storage Options When Closing a Building.