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In this article:

  • Permission Filters and Hierarchy of Privileges
    • Permission Filter Definitions
  • User Role Definitions
    • The Contributor Role Explained
  • Permission Dependencies for Projects
  • Permission Dependencies for Plan Review
  • Default Permissions for the Review Page
  • Default Permissions for Project Comments
  • Default Permissions for Comment Responses

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User roles cannot be renamed, however, adjusting the permissions for each user roles is supported.


Info

Contributors are prevented from functioning as Plan Reviewers and may not be granted permissions to the Review page.

The Contributor Role Explained

The Contributor user role is provided for clients who want to invite external customers, or partners, onto a project team for the purpose of collaborating with the plan reviewers.

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Best practices for project team members who conduct plan review via the Review Page are shown in the screen shot below. Modify the settings as desired. Note the typical settings for Group Managers and Reviewers

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Info

The Contributor user role cannot be granted permission to the Plan Review page. Instead, Contributors may view/download the marked up documents and view/respond to comments.

Default Permissions for Project Comments


Best practices for team members privileges on the Project Comments Page are shown in the screen shot below. Modify the settings as desired. Note the typical settings for Group Managers and Reviewers and Contributors.

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