The different project roles 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 with the collaborator role.

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

Roles

Company Users: Users within your company, all levels are paid

Company Users can be assigned any of the permission levels listed below:

Project Owner, Editor, Contributor, Viewer, or Restricted

Project Collaborators: Users outside of your company, without additional charge to your company account.

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 to your account.

Project Owner

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

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

This permission level provides access to manage project content, including categories, elements, fields, views, files, tasks, and automations. Editors cannot delete the project, change the Project Owner, or add, remove, or change roles for users on the project.

Contributor

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

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

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

Restricted

Granted only to Company Users (Paid users within your company)

This permission level provides access only to views that Restricted Users have been added to. All other permission levels can see the entire project and can manage views but restricted users have limited visibility. If the Restricted User has not been added to a view, they will not be able to add themselves and access. They will not see categories in the project if they are not a part of any of the category's views.

Restricted users also have limited visibility into the elements and fields for each category. They will only see existing elements in the view but unable to add new elements. They will only see fields that are enabled in the saved view, not all of the fields in the category.

Restricted users will be able to add and edit information in the fields they see for elements they have access to.

The restricted permission level allows for a controlled, limited view of the project for users to work from.

Model Owners

Model ownership is managed separately from project roles. A model owner controls the permissions for a linked model, which is distinct from the Owner, Editor, Contributor, Viewer, and Restricted roles above.

When the current model owner is unavailable, for example if they have left the project or company, a Project Owner can promote themselves or another linked project member to model owner. From the model options, a Project Owner adds a model owner, and a confirmation notes that the new owner will be able to update model permissions.

Company administrators and project membership

Company administrators and billing administrators can manage project membership and roles for projects that belong to their company, including adding users, changing roles, and removing users, without being a member of each project. The last remaining accepted Project Owner cannot be demoted or removed.

Project Level Roles

Project Settings

Project Level Permissions

Projects

Categories

Elements

Fields

Views

Revit

Files

Notes

Tasks

Automations

Activity