Workspace permissions
There are two permission levels for members of a Workspace:
-
Admin: these users can access the workspace settings and can manage the members of the workspace. Workspace Admins can always be identified by the blue ring and the star next to their avatar.
- Member: these users can see and access projects within the workspace
The actions these roles can perform are:
Workspace Admin | Workspace Member | |
Add project to workspace (if also a Project Admin) |
Yes | Yes |
Manage workspace settings | Yes | No |
Add new workspace Admins & Members | Yes | No |
Remove workspace Admins & Members | Yes | No |
Promote Members to Admins (and demote Admins to Members) |
Yes | No |
Access all Public projects in workspace | Yes | Yes |
Access all Private projects in workspace | Yes | No |
Project Permissions
Projects have four permission levels: Owner, Admin, Collaborator, and Reader.
- Owner: full access
- Admin: all upload, mark-up rights, invite, and export rights
- Collaborator: upload documents only, full mark-up rights
- Reader: read-only users, no public layer mark-up access, no upload rights
The actions these roles can perform are:
Owner | Admin | Collaborator | Reader | |
Delete project | Yes | No | No | No |
Export full project | Yes | Yes | No | No |
Edit project settings | Yes | Yes | No | No |
Leave Project | No | Yes | Yes | Yes |
Archive/un-archive project | Yes | Yes | No | No |
Invite new users | Yes | Yes | No | No |
Update user permissions | Yes | Yes | No | No |
Remove users | Yes | Yes | No | No |
Invite guest users | Yes | Yes | No | No |
View team list | Yes | Yes | Yes | Yes |
Export team list in .csv | Yes | Yes | No | No |
View drawings | Yes | Yes | Yes | Yes |
Create blank drawings | Yes | Yes | No | No |
Upload new drawings | Yes | Yes | No | No |
Edit drawing details | Yes | Yes | No | No |
Delete drawings | Yes | Yes | No | No |
Export drawings | Yes | Yes | No | No |
Export drawing list in .csv | Yes | Yes | No | No |
View documents | Yes | Yes | Yes | Yes |
Create blank documents | Yes | Yes | Yes | No |
Upload new documents | Yes | Yes | Yes | No |
Edit document details | Yes | Yes | Yes | No |
Delete documents | Yes | Yes | No | No |
Export documents | Yes | Yes | No | No |
Export document list in .csv | Yes | Yes | No | No |
Add annotations on Draft layer | Yes | Yes | Yes | Yes |
Add annotations on Public layer | Yes | Yes | Yes | No |
Add tags to drawings | Yes | Yes | Yes | No |
Remove tags | Yes | Yes | Yes | No |
View comments feed | Yes | Yes | Yes | Yes |
Post to comments feed | Yes | Yes | Yes | No |
Create new issue | Yes | Yes | Yes | No |
Update and re-assign an issue | Yes | Yes | Yes | No |
View issue details | Yes | Yes | Yes | Yes |
Post to issue comments feed | Yes | Yes | Yes | No |
Export issues list in .csv | Yes | Yes | Yes | No |
Archive/un-archive issues | Yes | Yes | No | No |
Overlay drawings | Yes | Yes | Yes | Yes |
View activity feed | Yes | Yes | Yes | Yes |
View drawing/document review status | Yes | Yes | Yes | Yes |
Set, change or clear drawing/document review status | Yes | Yes | Yes | No |
View drawing/document assignees | Yes | Yes | Yes | Yes |
Set, change or clear drawing/document assignees | Yes | Yes | Yes | No |