Project Roles & Permissions

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 all of the administrative features within the project, but these users cannot delete and update the project or change the Project Owner.

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.

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 a 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.

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