Permissions control what actions users can take within your projects and organization. They operate at two levels: organization-wide for team members and project-specific for individual collaborators.
Organization roles
Team members have organization-level permissions that apply across all projects.
Role | Capabilities |
Admin | Manage members and billing, access all projects, change member roles |
Member | Access all organization projects, create new projects |
Admins can change any team member's role from the Members settings page. Only admins can invite new members or remove existing ones.
Project roles
Collaborators invited to specific projects receive project-level permissions.
Role | Capabilities |
Editor | Modify takeoffs and estimates, add comments and reactions |
Viewer | View project content, add comments and reactions |
Viewers can see everything in a project and participate in discussions but cannot modify takeoff data or estimates. Editors have full access to make changes.
How access is determined
A user's access comes from the highest level granted through any source. If someone is both an organization member and a project collaborator, they receive whichever permission level is greater. Link sharing with "Anyone with the link" grants viewer-level access to anyone who has the project URL.
Changing permissions
To change a collaborator's project role, open the Share dialog and click the dropdown next to their name. Select Can view or Can edit. Changes take effect immediately.
To change a team member's organization role, go to Settings, select your organization, and click Members. Find the person and use their role dropdown to select Admin or Member.
Revoking access
Remove a project collaborator by opening the Share dialog and selecting Revoke access from their role dropdown. Remove a team member by going to Members settings and selecting Remove. Both actions require confirmation.
Removing someone from your organization revokes their access to all organization projects immediately.