Member Folder Permissions

The setup of Design Collaboration, as part of BIM Collaborate Pro, involves inviting members to Docs and Design Collaboration and assigning them roles and folder permissions.

This topic explains the different permission levels for Design Collaboration team folders and the corresponding shared folders in Docs.

Understanding Permission Differences

Design Collaboration and Docs use different permission models, and these permissions apply to different folders and workflows.

Design Collaboration Permissions

In the Design Collaboration Settings tool, you can specify permissions for each team member, or see if permissions are inherited from Docs.

1. In Design Collaboration, open the Settings tool.

2. Click the Team Setup tab and find the team you want to manage permissions for.

3. Click in the Members column for the team.

4. Use the Manage members dialog to view and manage permissions:

   

Each permission level is described below:

• View: Lets you view your team's work in progress (WIP) folders, which typically contain in progress sets, aggregated models, and packages.
  
  

• Create: Lets you publish from Revit Cloud Worksharing or Docs into the team's WIP folder. You can create and update WIP packages, but not share them. You can also consume packages from other teams.
  
  

  Note: This is in addition to the View permissions, which are added to the global Shared folder. The Create permissions are added to the team Shared folder in Docs.

• Edit: Lets you share packages with other teams.
  
  

  Note: You also get View and Create permissions. The View permissions are added to the global Shared folder. The Edit permissions are added to the Team folder and the team Shared folder in Docs.

• Manage: Lets you schedule the regular publishing of a package and switch between teams. You get administrative control of the team folder and all other permissions.
  
  

  Note: You also get View, Create, and Edit permissions. The View permissions are added to the global Shared folder. The Manage permissions are added to the team folder and the team Shared folder in Docs.

• Custom: When permissions are set in Docs for the team WIP folder, and they don’t match the above categories, the permission in Design Collaboration is shown as Custom:

Custom permission in Design Collaboration	Reflected permission in Docs

Docs Folder Permissions

Permissions in Docs are more granular and can be combined for different levels of access:

• View:
  • View only: Lets you view files in Docs folders.
  • View + Download: Lets you view and download files.
• Create:
  • View + Export + Publish markups: Lets you create files and publish markups.
  • View + Export + Publish markups + Upload: Lets you create files and publish markups, and upload files.
• Edit: Lets you view and download files, publish markups, and upload and edit files.
• Manage: Gives you full administrative control over folders.

Permission Mapping Overview

Design Collaboration permissions map to the team WIP folder permissions in Docs as shown below:

Certain permission settings on the team WIP folder in Docs, that don't have a direct match in Design Collaboration, are labelled as Custom in Design Collaboration. For example:

Refer to the Folder Permissions topic to learn more about folder permissions in Docs.