An IMAJION Web App Overview

An IMAJION Web App Overview

Logging Into the Website App #

To access the IMAJION web app, go to You will see an option to sign in with an email and password, be remembered, sign in with a mobile number, password reset option, and the ability to create an account.

Creating an Account #

To register via the IMAJION web app, please do the following:

  1. Navigate to from a Google Chrome browser
  2. Find the green ‘Create Account’ button and click it
  3. Fill out your name, email address, password, and phone number. All fields are required. Click ‘Continue’ once complete
  4. Read the ‘Terms of Service’ and click ‘Agree & Continue’
  5. You’ll be automatically logged in and redirected to the start page for creating your first project

Web App Overview #

  1. Projects: A list of your projects will be shown here at all times. Any project seen here symbolizes that you are a project member. Any projects you’re a guest of do not show up here
  2. Contacts: A list of contacts that have been added to the project. Orange icons indicate they are guests while blue icons indicate they are part of the project. Clicking the ‘+’ button allows you create contacts
  3. Channels: A list of channels created within the project. Channels allow asynchronous communication, sharing of images and conferences can be started from them. A conference can happen at anytime with channels
  4. Search Bar: The search bar allows you to search within the project. By default, it’s set to Contacts. You can search through Contacts, Channels, Messages, Conferences, and Files
  5. Conferences: A list of conferences you’re currently a part of sorted by date and time. If none are shown, it means there are no upcoming conferences you’re a part of. You will only see conferences you’re a part of. You can create a conference with the ‘+’ button. Clicking on the History button allows you to obtain a csv of annotations created during the conference
  6. Files: This will list your files that are located in the project. The project will have its own file folder sorted by the project and then media/model, then person and date. If the project is tied to a Dropbox, BIM360, or Procore project, you will see a more expanded file setup similar to the project it is linked with
  7. Profile Settings: Clicking the icon will reveal your account settings. Here you can logout, change your name, phone number, password, and manage your projects both created through the IMAJION app and linked externally

Creating a Project #

It’s easy to start a new project with IMAJION. To create your new project, you will need to be logged into the IMAJION website at Then, do the following:

  1. Click the profile icon at the top-right
  2. Scroll until you find the ‘Your Projects’ section and click the ‘+’ icon to the right of this
  3. A box should appear for the project setup. You’ll input the name, project image, and click ‘Continue’.
  4. After a moment, your project will be created and you’ll see a confirmation that it’s processed

Edit and Delete Projects #

Editing a project is only currently available to the person who created the project. To edit a project, click the profile icon at the top-right. Scroll down to find the project you wish to edit and click the pencil icon. A box will pop-up giving you the ability to edit the project name, image, and also invite more members of the Imajion app. You will only be able to add them if their email is found in our system.

Alternatively, you can delete a project by clicking the red ‘x’ next to the project. You’ll receive a prompt confirming deletion of the project. Click ‘Continue’ to confirm. The project will be deleted along with it showing from the project list

Creating a Contact #

When adding contacts to a project, there are two options: project member or guest user. A project member is someone who will actively be using the IMAJION app for either setting up conferences/conversing in channels or using it on the Hololens itself. Guest users are people who will have limitedaccess to the project and will simply be invited to your conferences only.

Project Member

To add a project member, click the ‘+’ button next to the Contacts section, make sure you’ve selected to add a project member, and type in their email. Depending on the email, you’ll get one of these responses:

  • Added <email> to this project
  • <email> does not have an IMAJION account, we sent them an email to create their account
  • The user is already a member of this project
  • Cannot add user to this project – they are not associated with a billing account

Guest User

Guest users are added to the project similar to Project Members. Click the ‘+’ button next to the Contacts section and click the ‘Guest User’ tab. Here you’ll input the person’s first and last name, business title, and email address. These are all required. Once you finish, click the ‘Add’ button and they’ll be added to the contact list.

Creating Channels #

Channels enable you to have instant conferences and asynchronous contact with your project team. Channels are only available to project members and not guests. Only project members added to the channel can see it in their Channel section.

Creating a Channel #

You can create a channel on any of your projects via the IMAJION web app and doing the following:

  1. Login to
  2. Go to the project where you want the channel
  3. Find the ‘Channels’ section at the bottom-left
  4. Click the ‘+’ button to create a channel
  5. Input the channel name and image. For adding members, click ‘Add’ next to the member(s) names you want to add to the channel. This can be edited later if needed. Click ‘Continue’
  6. After a moment, your channel will be created and appear in the ‘Channels’ section

Editing Channels #

Editing a channel allows you to change its name, image, and members. To edit a channel, do the following:

  1. Click the channel you’re looking to edit
  2. Find the cog icon at the bottom-left of the text box, click this
  3. Click ‘Edit Channel’
  4. Similar to the create channel screen, you’ll see the option to change the name, image, and members
  5. You can ‘Cancel’ if you don’t want to make any changes or click ‘Done’ to complete your changes

Searching #

To search within a project, make sure you’re in the project you want to search through, click the drop-down to the right of the search bar, and click the option you wish to search through. The options are as follows:

  • Contacts
  • Channels
  • Messages
  • Conferences
  • Files

After selecting one of these, you’ll search only through the selected option. You are not able to search through multiple options at this time. Whichever option you select, the accompanying section will update in real-time for your search.

Creating a Conference #

Select your project from the shortcuts on the left, then click the ‘+’ in the top-right.

Screen Recording 2021-03-25 at PM

Here you’ll see Details, Guests, and Agenda that can be filled.

  1. Details
    • The details section allows you to add a title, date for the meeting, how often it will occur, the meeting time, and the location. The meeting will default to one hour from its start time but is changeable
    • You can change the date by either clicking on the section of the mm/dd/yyyy or by clicking the calendar icon to select view a calendar view
    • The occurrence can be set as one-time daily, or weekly
    • For the times, you have the option to either select the hour, minute, and AM/PM or by clicking the clock icon
    • Locations are manually typed in
  2. Guests
    • The Guests can be anyone from the Contacts found on the left side You can add guests by click and dragging the person’s contact into the Guests section. You can remove guests by clicking the x next to their name. Keep in mind that contacts with an orange circle are guests to the project while those with the blue circle are part of the project. You can see how to do this below:
  3. Agenda
    • If you have a general outline for how you’d like the meeting to go, the agenda helps in making sure the topics stay on their linear path. To start, you’ll click ‘Create Agenda’, click the ‘Add Topic’, and begin to add your topic’s title and description. Clicking ‘Add Topic’ will allow you to create more topics for the Agenda. Once you complete filling this out, you’ll click the blue and white button with a triangle pointing to the right. If you don’t see this, you’ll need to use the scrollbar to move your view to see it
    • Once back in the conference creation view, you’ll see a bell icon in the Agenda space. By default, calendar invitations are enabled. Clicking this will turn the bell red and the calendar invitation will not be sent upon creation

Once you’ve completed filling out the details of your conference, you’ll click the green check arrow to complete the creation. Alternatively, you can always cancel the creation with the red ‘x’ as well.

When you finish creating the conference, it will appear in the default conferences view. Keep in mind, the conferences are sorted by their date and time so if you created a conference that appears after current ones coming up, you’ll have to scroll to find and edit it.

Files #

Files, by default, are files that were uploaded to a conference or channel. They are then imported to the cloud once fully uploaded. Currently, we accept all files; however, only images, videos, PDFs, and OBJs are viewable inside the IMAJION webapp.

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