Roles

Roles can be used to streamline workflows and permissions. For example, you can make a role submittal manager in the Submittals tool or assign a permission level to a file or folder in the Files tool. Roles can also define access level, for example all Architects should be project administrators. Roles are created by account administrators in Account Admin.

Roles are listed in alphabetical order on the left. Selecting them can allow you to change their settings.

Important: When roles are changed members with that role are unaffected until they are added to a new project. To have the changes applied to a member in an existing project you would need to remove the role and assign it again within that project.

Create Roles

In the Roles tool within Account Admin:

Click Add role.
Provide the name of the role to add.
Click Add role.
Select the Default access level.

Project member - Members are given the lower access levels and can't access things like settings.
Project administrator - Administrators can change settings and permissions for the different tools in a project.

Delete Roles

In the Roles tool hover over the role you'd like to delete.
Select the More menu that appears .
Click Delete.

Rename Roles

In the Roles tool hover over the role you'd like to rename.
Select the More menu that appears .
Click Rename role.