💡 Tip: Before diving into how Phase Team users with multiple roles impact their permissions, it's important to understand the basics of phase team user role permissions.
Phase team users can be assigned to multiple teams, and teams can be assigned to multiple project phases. If the User Roles they are assigned to have varying permissions, this can affect how menus and features appear for the user in a number of different conditions.
Example 1: User added to one team
A user is part of only Team A, which has only been added to one project phase.
As an external consultant in Team A, their User Role permits them to only view documents and the communication module.
This means all other available modules will be invisible to them.
Example 2: User is part of different teams for different project phases
A user is part of both Team A and Team B for different project phases in different locations and has different Team Phase user roles for each team.
As a project leader in Team A, they have access to all modules. In Team B, their role as a viewer restricts them to only viewing communication and the documents model.
If they were to navigate to a project phase where their Team Phase user role permissions are more restricted, the modules that they do have permissions for in the other User Role will be greyed out.
Example 3: User has multiple roles within the same project phase
A user is part of both Team A and Team B within the same project phase, but has different Team Phase user roles for each team.
As a project leader in Team A, they can perform any action. In Team B, their role as a viewer restricts them to only viewing documents and not performing any other actions.
Since the project leader's role in Team A grants more permissions, it overrides the restrictions from Team B. Therefore, the permissions are effectively combined, giving the user the broader permissions associated with the project leader role.
Editing Rights to file formats for Team Phase user roles
Each user role can also have pre-determined permissions that either allow or restrict their ability to download certain file formats that are uploaded to documents.
This can be individually controlled per file type, including:
Abbreviation | Full Name | Description |
DNG | Digital Negative | An open raw image format developed by Adobe for digital photography, designed to store image data with minimal loss. |
DOCX | Microsoft Word Document | A word processing file format used by Microsoft Word, supporting text, images, tables, and formatting features. |
DWG | Drawing | A proprietary file format used for 2D and 3D CAD drawings, commonly used with AutoCAD. |
IFC | Industry Foundation Classes | An open, neutral file format used in Building Information Modeling (BIM) to enable interoperability between software platforms. |
IFCZIP | Compressed IFC File | A ZIP-compressed version of an IFC file, used to reduce file size for easier sharing and storage. |
Portable Document Format | A widely used format developed by Adobe to present documents consistently across devices and platforms. |
PLN | Archicad Project File | A proprietary file format used by Graphisoft’s Archicad software to save full BIM project data. |
RVT | Revit Project File | A proprietary file format used by Autodesk Revit to store BIM models including architecture, structure, and MEP data. |
SKP | SketchUp Model File | A proprietary format used by SketchUp to store 3D models. |
XLSX | Microsoft Excel Spreadsheet | A spreadsheet format used by Microsoft Excel to organize, analyze, and visualize data using tables, formulas, and charts. |
ZIP | Compressed Archive File | A file format used to compress one or multiple files into a single archive, reducing size for easier storage and transfer. |
To edit these permissions, first navigate to the Team Phase user roles module in the space settings:
1. Select the "Rights to file formats" (1) page.
2. Here you can view which file formats are permitted to be downloaded, to change these select the "Edit permissions" (2) button.
3. The download permission can be toggled between "always" and "never".
4. Click save.