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Roles & Permissions

We're working on some user permission controls and the ability to lock things down better. You would be able to manage "Roles" on the "Users" page. Each user would be assigned to a (single) specific role. The workspace "Owner" would have irrevocable full access.


When adding a new Role you would be able to customize permissions:


Here's a list of permissions we're planning to add:

  • Projects - New Project, Edit Project, Delete Project, Lock / Unlock Project
  • Pages - New Page, Edit Page, Delete Page
  • Bookmarks - New Bookmark, Edit Bookmark, Delete Bookmark
  • Annotations - New Annotation, Edit Annotation, Delete Annotation, Lock / Unlock Annotation
  • Takeoffs - New Takeoff, Edit Takeoff, Delete Takeoff, Lock / Unlock Takeoff
  • Template Libraries - New Template Library, Edit Template Library, Delete Template Library, Lock / Unlock Template Library
  • Templates - New Template, Edit Template, Delete Template, Lock / Unlock Template
  • Lists - New List, Edit List, Delete List, Lock / Unlock List
  • List Records - New List Record, Edit List Record, Delete List Record, Lock / Unlock List Record
  • Layers - New Layer, Edit Layer, Delete Layer, Lock / Unlock Layer
  • Report Views - New Report View, Edit Report View, Delete Report View
  • Custom Properties - New Custom Property, Edit Custom Property, Delete Custom Property
  • Plugins (Developer Tools) - New Plugin, Edit Plugin, Delete Plugin
  • Users - Invite Users, Invite Users to a Project, Change User Roles, Assign Licenses, Remove Users
  • Roles - New Role, Edit Role, Delete Role
  • Billing - Manage Billing


Any input is welcome.

4

hide cost related fields so you can share outside of organization

customize multiple sets permissions within the same role

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