Minimum Permissions Requirements

Informed Design utilizes Autodesk Docs and folder permissions to manage access when using Informed Design for Inventor and Revit.

Autodesk Docs Folder Permissions

The folder permission levels are defined as follows:

Permission Level	Description	Action
View	View Only	View files, add private mark-ups and create issues.
View	View + Download	View and download files, add private mark-ups and create issues.
Create	View + Download + Publish Mark-Ups	View and download files, and create issues.
Create	View + Download + Publish Mark-Ups + Upload	View, download and upload files, and create issues.
Edit	View + Download + Publish Mark-Ups + Upload + Edit	Create folders, share your own files with members, view and edit any other files in that folder and publish mark-ups.
Manage	Full administration controls	Create folders, share files with members and view and edit any other files in that folder. With Manage permission, you can carry out the same folder tasks as a project administrator.

Note: This information has been taken from the Autodesk Docs folder permissions help here.

Informed Design for Inventor Permissions

To publish product releases with the Informed Design Add-in for Inventor:

Autodesk Docs: Your permission level in the target folder must be Create – ‘View + Download + Publish Mark-ups + Upload’ or higher.

Note: To create a subfolder for use as a publish location, you must have Edit permissions or higher in its containing folder.

Informed Design for Revit Permissions

To insert and update product instances with the Informed Design Add-in for Revit:

Autodesk Docs: Your permission level in the product’s containing folder must be View – ‘View Only’ or higher.

To assign instances from a Revit model in the Informed Design Web Portal:

Autodesk Docs: Your permission level in the Revit model’s containing folder must be Create – ‘View + Download + Publish Mark-ups’ or higher.

Note: Users with View – ‘View and Download’ permission level in the Revit model’s containing folder can open the model in the Informed Design Web Portal, but they cannot assign instances.

Informed Design Web Application

To configure and submit a request for outputs in the Informed Design Web Portal:

Autodesk Docs: Your permission level in the target folder specified as the upload location for result files must be Edit or Manage.

To access the Releases tab for product administration:

Autodesk Docs: You must be a Project Administrator in the project that is selected in the header navigation bar.

Note: Project Administrators have Manage permissions to all folders. Docs allows Project Members with Manage permissions at the folder level to carry out project administrator tasks within that folder, but this access level is insufficient for release management in Informed Design.

Fusion Team: - Open, Secret, Closed Project: Your permission level in the project where the result files will be uploaded must be **Editor** or **Project Admin**. - Folder-level Project: Your permission level in the target folder specified as the upload location for result files must be **Editor** or higher.