Permissions as a Collaborator

Planned

I was told, so maybe this has already changed, but why can't a collaborator have enough permissions to, start a new job or import from other places.

It would be nice if I could have my assistant do some of the menial tasks of adding pages, scaling, renaming, etc without taking up a "full" license.

Sam Romeo zzTakeoff2d 18h

Thanks for bringing up this important workflow question. You're highlighting what should be standard functionality for collaborators in modern takeoff software.

Collaborators should be able to perform these essential project management tasks:

Starting new jobs
Importing files
Adding pages
Scaling drawings
Renaming projects and files

The only restrictions should be on the core takeoff measurement tools:

Area takeoffs
Linear Segment takeoffs
Count takeoffs

Please have the Collaborator user Chat in from the zzTakeoff so we can work through this issue

Heber Allred zzTakeoff2d 4h

Thanks for the input. We're planning to put out a patch later today or tomorrow to support these permissions in the Collaborator version.

Heber Allred zzTakeoff1d 4h

We just deployed an update that will allow the permissions you requested. Now users with "Collaborator" license can help prep the project for takeoff.

Perri Hatch 1h 35m

This has been great, thanks for implementing it, BUT, when I presented this to my assistant, and changed her permission level from Takeoff to Collaborator, this is what made her head hurt.

She can no longer "mass delete" pages. Along with that, she can no longer just hit the delete key (even on individual pages). She has to click the 3 dots (or right click) and click on the delete button to delete.
Of course she wants to be able to sort the pages, but hopefully that will be coming shortly.

The mass delete (being able to select more than one page at a time) is a huge deal for her. When she imports the plans, she needs to be able to delete all the other disciplines (MEP's for us) that we don't use and not being able too has her head spinning.

On a side note, I don't know if others feel this way, but to be honest, I get confused at where to post things like this, do I post in Q&A or Feature Requests. I feel like a lot of my questions, could turn into features, but where do I start, I'm not sure. Just my 2 cents.

Heber Allred zzTakeoff1h 25m

Thanks for the feedback Perri. We'll get this fixed. This behavior was not intentional. Just some polishing we need to do on our permission system. We'll address it. Maybe we should merge Q & A with Feature requests. Not sure. As we get a lot more features in the software, I guess a lot more discussion may be about how to use formulas, templates, and assemblies, so that may separate the two in the long run.

Perri Hatch 1h 7m

Figured it wasn't intentional, just needed to be brought to your attention.

Thanks for all you guys do. Looking forward to growing with you guys.

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