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Sheets Permissions

Sheet permission levels affect how members interact with sheets and the actions available to them.

Sheets Permission Levels

All project members have basic permission to View sheets by default. Project administrators have Manage permissions by default.

The sheet permission levels are defined as follows:

Permission Levels View Create Edit Manage Project administrator
View only View + export Create only Create + upload -- -- --
Publishing workflow Add and publish sheets
Publish log Access
Remove your entries
Remove other members' entries
View sheets from publish log
Continue publishing
Sheet activities View
Export
Disciplines Add and edit disciplines
Define a disciplines custom order
Permissions View, add, and edit permissions
Public share setting Turn on or off
Collections Enable collections in a project
Access collections settings
Create collections
Edit collections
Delete collections
Version set Publish sheets to a version set
Create a version set
Access version set settings
Change version set order

(When issuance date is the same)
Edit
Delete
Sheets log View and export
Sheet actions Delete
Restore

Edit version set
Edit sheet number
Create or edit tag
Edit sheet title
Share with project members
Share with public

Export
View sheet activities
Export sheet activities

Manage Sheet Permissions

Members with Manage permission or project administrators can change members' permissions.

Access Sheets Permissions

To manage sheet permissions:

  1. Click Sheets from the left navigation to open the Sheets tool.
  2. On the right side of the screen, click Settings > Permissions.

Add Sheets Permissions for Members

All members have View permission for Sheets as part of the Everyone permission group. A member needs to be added as an individual, role, or company to sheets permissions and assigned a different permission level to raise their permission.

  1. Click Add.
  2. Enter names, email addresses, roles or companies.
  3. Select a permission level.
  4. Click Add.

Edit a Member's Permission Level

If a member has already had sheets permission granted to them, this permission can be edited.

  1. Locate the member whose permissions you want to update. You can search and filter to find a specific member.

  2. In the Permissions column, click the drop-down menu and choose a new permission level.

Search and Filter Permissions

You can also search for a member by starting to type their name in the search box. Filter members through user, role, company, or by permission level.

Inherited Permissions

Sometimes, a project administrator may grant an individual user different permissions than those they inherit through other permission types such as company or role. If you have an information icon next to your permission level, click this to view the details of your inherited permission. This will display your Actual permission and where this permission derives from.

For example, the Permissions column initially shows this user as having View permission. Click to see that they have an Actual permission of Manage which they have inherited from their role as project administrator in the group Admin.

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