Folder Permissions
As a project administrator, you can restrict project member access to certain folders or limit access according to role or company.
Sub-folders automatically inherit the permission level of the parent folder, but can be changed later. If changed, sub-folder permissions must match the access level of the parent folder or else have a greater (less restricted) access level than the parent folder.
This topic contains the following sections:
- Administrative Permissions
- Add a User, Role, or Company
- Add Permissions by Role or Company
- Add Permissions by Individual User
Permission levels include:
- View only: User/role/company may view documents, add private markups, and create issues.
- View + Download: User/role/company may view documents, add private markups, create issues.
- Upload only: User/role/company may upload documents but not see the folder contents.
- View + Download + Upload: User/role/company may share their own documents with team members and view any other documents in that folder.
- View + Download + Upload + Edit: User/role/company may share their own documents with team members, view and edit any other documents in that folder, and publish markups.
- Folder Control: User/role/company may share their own documents with team members and view and edit any other documents in that folder. With folder control permission they can also carry out tasks within that folder that are usually restricted to the project administrator. This includes creating title blocks, adding project members, managing permissions, and editing set assignment. This permission level offers the greatest access to folders.
- Can't view image files
- Can't use Desktop Connector
- If view settings are not set to BIM Viewer PDFs can't be viewed on mobile
Folder Permissions Table
| Action | View only | View + Download | Upload only | View + Download + Upload | View + Download + Upload + Edit | Folder Control |
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| Create sub-folder |  |
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| Rename folder | |
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| Delete sub-folder | |
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| Subscribe to folder | |
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| Add permission | |
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| Edit / delete permission | |
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| Add new member | |
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| Access Title Block page | |
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| Add Title Block | |
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| View Title Block | |
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| Edit Title Block | |
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| Create and add a new attribute | |
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| Edit the droplist options/rename | |
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| Hide/Show | |
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| Edit attribute value | |
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| Reorder columns | |
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| Edit set assignment | |
Administrative Permissions
The following actions can only be completed by an account administrator or project administrator:
- Invite member (Folder Controllers also have this capability)
- Resend invitation (Folder Controllers also have this capability)
- Edit company/role
- Remove member
- Mobile Security Setting (MDM)
- Access project activity log
- Export project activity log
Add a User, Role, or Company
To manage permissions for users, roles, or companies by adding them to the permissions flyout:
- In the folder tree, select the folder you want to provide access to and right-click
Permission settings. - Click Add.
- Enter the names, roles companies or email addresses.
- Select the permission level from the drop-down menu.
Add Permissions by Role or Company
When you provide access to folders by role or company, each user with the selected role or in the chosen company will share the permissions you specify. This also applies to future users who may share that role or who may be members of that company.
- In the folder tree, select the folder you want to provide access to and right-click Permission settings.
- In the text field, type a Role or Company name.
- Click the permission level.
- Select the desired permission from the drop-down menu.
Add Permissions by Individual User
Active and pending project members can be assigned a permission level.
- In the folder tree, select the folder you want to provide access to and right-click Permissions.
- In the text field, type one or more username or email address. As you type, a list of possible users will appear.
- Use the drop-down menu to change the permissions of an individual.
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