Project users

When a project is created, it is only the creator (owner) who has access. To allow other users to access, they need to be added to the project.

To add a user to your project, the user needs an account first. To learn how to create an account see this guide.

To learn more about the different types of project users see the detailed section.


Add and delete a user



Project user access

To allow users to access the project, the project administrator needs to add the users to the project.
There are 6 different user roles on a project with different access level. See user access levels for more info.

  • Admin:
    This user has full access to the project. This role also includes access to the project settings.

  • Manager:
    This user can do anything on project, except changing the project settings.

  • Worker:
    This user can work on the project. It is a person, who is involved in both the design and construction phase.

  • Designer:
    This user can work on the project.

  • Contractor:
    This user can work on the project.

  • Viewer:
    The viewer can only view/see.

The tables below shows the access for each user on a project.


Projects

Element Admin Manager Worker Designer Contractor Viewer
Project: View all from company X




Project: View all your own projects X X X X X X
Project: View settings X X



Project: Edit settings X




Project : Import tasks X




Project : Delete project X




Project: Add/Remove users X X



Tasks (project)

Element Admin Manager Worker Designer Contractor Viewer
Tasks: View (list, kanban, etc.) X X X X X X
Tasks: Add new X X X


Tasks: Edit task X X X


Tasks: Edit own tasks X X X X X
Tasks: Edit tasks assigned to you X X X X X
Tasks: Edit an OPR task X X



Tasks: Delete a task X X



Subtask: Add new  X X X


Subtask: Edit subtask X X X


Files  (project)

Element Admin Manager Worker Designer Contractor Viewer
Files: View all files X X X X X X
Files: View all revisions and versions X X X X X X
Files: Add new file X




Files: Delete file X X



Files: Download file X X X X X X
Files: Edit folder strucure X X



Commissioning  (project)

Element Admin Manager Worker Designer Contractor Viewer
Organizational chart: View X X X X X X
Organizational chart: Edit X X



Cx plan: View X X X X X X
Cx plan: Edit X X



OPR: View X X X X X X
OPR: Edit X X



OPR: Comment X X X X X
BOD: View X X X X X X
BOD: Edit X X X


BOD: Comment X X X X

Contract: View/Edit X X



Review: View X X X X X X
Review: Edit X X X
Review: Comment X X X X
Site visit: View X X X X X X
Site visit: Edit X X X
Site visit: Comment X X X X
Test overview: View X X X X X X
Test overview: Edit X X
Test overview: Import X
Test paradigm: View X X X X X X
Test paradigm: Edit X X X
Test paradigm: Delete X X
Accept of phase: View X X
Accept of phase: Edit X X

Cost benefit  (project)

Element Admin Manager Worker Designer Contractor Viewer
Cost benefit: View data X X
Cost benefit: Add new data X X
Cost benefit: Delete data X X
Cost benefit: View chart/report X X

Copyright © 2017-2019 Thomas TJ (TTJ)