Roles define user rights that (dis)allow team members to perform actions on the space.
There are two different roles on space level:
- Administrator: can manage users and projects as well as the subscription information
- Users: by default do not have any administrative rights
The administrator can provide specific users with some extra rights:
- A user can be allowed to create new projects within the space
- A user can be allowed to create and activate users within the space
When a user is assigned to one or more projects, they will become a team member.
Team member roles
At project level a team member can have a role with specific rights for that project:
Roles / Rights | Team members | Project settings | Issues | Reports | IDS specification
|
Project leader | Add/Edit | Add/Edit | Add/Edit | Create | Create |
Editor | View | View | Add/Edit | Create | View |
Reviewer | View | View | View/Approve | Create | View |
Viewer | View | View | View | - | View |
- Project leader: can add team members, edit project settings, add/edit issues, create reports, create IDS specifications and load models to the BIM WebViewer
- Editor: can add/edit issue, create reports, view IDS specifications and load models in the BIM WebViewer
- Reviewer: can view and approve issues as well as place comments, create reports and view loaded models in the BIM WebViewer
- Viewer: can only view issues and view loaded models in the BIM WebViewer
Once you create or edit a team member you have the option to modify a few toggles:
(A)
Assignable Team members with the role Project leader, Editor or Reviewer can be set to be assignable. When 'Assignable' is enabled, issues can be assigned to the team member. When you switch off 'Assignable', the team member can still access the project and edit issues (unless the team member is a viewer).
(B)
Has ZOOM edit rights The Zoom edit rights determine whether a team member is able to create, edit and share Zoom resources and project folders. Team members with the role Project leader and Editor can have Zoom Edit rights.
(C)
Allowed to upload and modify files in the WebViewer You can allow or limit team members to upload models and add model tags by enabling this toggle. This toggle is always off for Viewer and Reviewer roles while it is modifiable for Project leader and Editor roles.
(D)
Allowed to import BCF files Project Leaders and Editors can be set to be allowed to import BCF files.
(E)
Can only assign issues within company Some team members only need to be able to assign issues to team members within their own company or sub team. This toggle can be activated for those members. (This Issue assignment limitation is only available in the Premium and Ultimate plans.)
Roles / Toggles | Assignable | Zoom Edit rights | Load models to the WebViewer | Import BCF file | Only within company |
Project leader | On/Off | On/Off | On/Off | On/Off | On/Off |
Editor | On/Off | On/Off | On/Off | On/Off | On/Off |
Reviewer | On/Off | Off | Off | Off | Off |
Viewer | Off | Off | Off | Off | Off |
Deleted team members
When you remove a team member from the project, he/she can no longer access the project.