Project Roles & Permissions

Project-level Roles and Permissions allow Project Owners to set and manage who has access to their Project. This includes granting access to non-paid users outside of their company such as clients and consultants.

Billing is managed at the Company level, not at the Project level.

Roles

Company Users: Paid users within your company.

Company Users can be assigned any of the permission levels listed below: Project Owner, Editor, Contributor, or Viewer.

Project Collaborators: Typically non-paid users outside of your company.

Non-paying Project Collaborators can be assigned only the permission level of Contributor or Viewer. If they require additional permissions, such as Editor they will need to upgrade to a paid seat within their company. Collaborators given Editor permissions that are not part of a paid company, will default to Contributor level permissions.

You can invite Project Collaborators through the Project Team Dashboard within a Project. Adding collaborators outside of your company to a project does not incur any additional charge.

Permission Levels

"Project Owner" permission level:

Granted only to Company Users (paid users within your company).

Company Users with this permission level have access to all of the administrative features within the project. This includes having the capability to delete and update the project and to change the Project Owner.

"Editor" permission level:

Granted to any paid user, inside or outside of your company.

This permission level provides access to all of the administrative features within the project, but these users cannot delete and update the project or change the Project Owner.

"Contributor" permission level:

Granted to both paid company users and non-paid collaborators.

This permission level provides access to view a project's contents and make specific edits and updates per the list below.

Contributors can't delete data added by other users, but they can delete data that they added.

"Viewer" permission level:

Granted to both paid company users and non-paid collaborators.

This permission level provides access to only view and comment on a Project.