Share

Issue Permissions

Project administrators can manage issue permission levels at the user, role, and company level.

Modify Permissions

  1. Click the Project Admin module.

  2. Click the Services tab.

  3. Select Issues in the panel on the left.

  4. Use the search box to select the users, roles, or companies you want to modify permissions for.

    Tip: You can select multiple users, roles, and companies, and then specify the same permission level for them all in bulk.

  5. Use the drop-down menu to modify the permission level for the selected users, roles, and companies.

  6. Click Add.

    Note: Permissions can't be changed for other administrators.

Issues Permissions

Use the drop-down to select the desired permission set for the selected members, roles, or companies.

  • View All: Members can view all issues. They can edit issues that are assigned to them, but cannot create or close issues.
  • Create: Members can create issues. They can only view issues created by their company or are assigned to their company/role. They can edit issues they created or are assigned to. They can only close issues that they created.
  • View and Create: Members can view all issues and create issues in a project. They can only edit issues they created or the issues that are assigned to their company/role. They can close issues that they created, but cannot close issues that they did not create.
  • Full Control: Members can view, create, and edit all issues in a project.
Note: Members can view the list of issues, but can't view the linked document in Document Management, unless:
  • They have VIEW or FULL CONTROL issue permissions.
  • The issue is assigned to them.
  • The member or someone in the member's company is the issue creator or owner.

A member that does not have full control that is assigned an issue can do the following:

  • Add a response or comment.
  • Upload attachments and photos.
  • Change the status (except Closed or Draft to Open).

You must be an issue owner or have full control permissions to:

  • Reassign the issue.
  • Change the due date of the issue.
  • Close the issue.
  • Modify the description of the issue.
  • Modify custom attributes on the issue.
Important: Issues can't be deleted or edited once the status has been set to VOID or CLOSED.

Members who have Full Control (including project administrators) are the only users that can close or void issues.

Default Permissions by Role

If a member has a role assigned to them and has individual permissions assigned for issues, the higher permission is the active permission set. The following roles default to Create permissions:

  • Architect
  • BIM Manager
  • Civil Engineer
  • Construction Manager
  • Designer
  • Electrical Engineer
  • Engineer
  • Fire Safety Engineer
  • Foreman
  • HVAC Engineer
  • Inspector
  • Interior Designer
  • Mechanical Engineer
  • Owner
  • Plumbing Engineer
  • Structural Engineer
  • Subcontractor
  • VDC Manager

The following roles default to Full Control:

  • Contractor
  • Document Manager
  • Project Engineer
  • Project Manager
  • Quality Manager
  • Quantity Surveyor
  • Safety Manager
  • Superintendent

Was this information helpful?