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Configure team settings

GitM's behavior is controlled partly by per-user settings (each person's machine) and partly by repository conventions in .gitm.json (shared with the team). This page covers what an admin typically sets.

Prerequisites

  • GitM installed and connected to the repository you're configuring.
  • Admin/Manager permission on the repository for the admin-gated settings (see Manage part numbers).

Open Settings

Click the Settings icon button in the task pane top bar. The dialog has these tabs:

Tab What's there
Repository Active repository, local path, remote URL, default branch, repository nickname, View on GitHub, switch/connect another repo.
Account Connected GitHub account and auth method, Verify / Switch / Disconnect, Edit Profile, and the per-machine Commit Identity (user.name / user.email).
Preferences Per-device behavior in collapsible sections: Locking and awareness, Check-in, File download, Updates, and Storage.
Team & Sharing The admin-gated, repo-shared policy: File Policy, Part Numbers, Release Control, Library Sources, and Supplier Exchange (Sharing policy).
Diagnostics System checks (Git, LFS, repo, remote, auth, .gitattributes) and export.

On the longer tabs the sections are collapsible and start collapsed. See the full field list in Settings reference.

Per-user vs. shared settings

  • Per-user settings live in %APPDATA%\GitM\settings.json on each machine and are not shared. Auth, identity, local path, and personal preferences are per-user.
  • Shared conventions live in .gitm.json in the repository: branch protection, commit message template, default branch, include-drawings, walk-references, lock-on-open default, tracked file types, and roles.

To change a team-wide convention, edit .gitm.json and check it in so everyone picks it up on their next connect/refresh.

Behavior settings worth standardizing

  • Lock on open: Always / Prompt / Never. The recommended default is that editing requires an explicit Check Out (Prompt or Never), so people don't silently lock files just by opening them.
  • Auto-fetch interval: how often GitM checks the server for new content files to drive the Get Latest count badge. This never changes files on its own.
  • Walk assembly references on check-in: Yes / Ask / No.
  • Include drawings when checking in models: Yes / No.

Release Control (who can release revisions)

The admin-gated Release Control section (in Team & Sharing, alongside File Policy, Part Numbers, Library Sources, and Supplier Exchange) governs revisions and ECOs. It writes the repo-shared .gitm/release-config.json, so it's read by both GitM and GitMCloud.

  • Releasers — a list of GitHub logins allowed to Release a file (stamp the next revision). Repository Admins and the Owner can always release, so an empty list simply means "only admins/owner release."
  • Revision scheme — how revision letters increment: ASME Y14.35 (skips I, O, Q, S, X, Z; the default) or Simple A–Z.

Only Admins/Managers can edit it; everyone else sees it read-only. The same editor exists in GitMCloud under Settings → Team & Sharing → Release Control.

Expected result

  • Per-user settings persist on each machine.
  • .gitm.json changes, once checked in, apply to everyone on the team.
  • .gitm/release-config.json changes apply to everyone on their next refresh.

Troubleshooting

Symptom Cause Fix
Settings dialog crashes on open Historically a missing XAML converter (fixed). Update to a current build.
A .gitm.json change didn't take effect Not checked in, or teammates haven't refreshed. Check it in; have members Get Latest / reconnect.
Part Numbers section is greyed out You're not Admin/Manager on the repo. Only admins can change it; see Manage part numbers.

Known limitations

  • The shipped Settings tabs are Repository, Account, Preferences, Team & Sharing, Diagnostics. The original PRD described separate "File Types" and "Profiles" tabs that aren't present as such.