User roles in the system are defined/set the moment you invite a new user. Most roles come with pre-set permissions that can be changed at a later stage.
Selecting a role when you invite a new user
To set a role when you invite a new user:
1. Select the Admin Panel from the upper right corner.
2. Once in the Admin Panel, select
3. When the Invite User form opens, select the User Role field.
4. Choose the role you want to assign from the drop down menu.
Note: Users can be invited only by Administrators and Department Managers.
Editing role permissions
You can set and edit a user’s access permissions on different levels.
Defining user access permissions on Team-level
There are two ways to do this. From a user's profile and by editing an already-created team.
To define a user's permissions from their profile:
Go to Admin Panel > Users.
Select a user and Edit.
When the Edit User form opens, go to Teams and select to which team(s)’s projects you want the user to have access. These teams by definition are different from the teams the respective user belongs to.
To define user permissions from an already-created team:
1. Go to Admin Panel > Users > Teams.
2. Select a team and in the Team Members and Guests columns, exclude or include a user from the drop-down list.
Defining user access permissions on Project-level
Defining access on project-level happens, well, in a project.
To do so:
Go to Projects > Open a project.
In the top center of the screen open the Full project details by selecting the button.
3. In the project's details form open the access filed by selecting the already chosen access level.
4. You will be presented with the three main access levels.
Note: Each option comes with an explanatory text describing the corresponding access permission. You can further specify the needed access level by adding users and/or teams and assigning them Edit or View access level.
5. Save the changes you made by selecting the Save project button in the form.
Note: You can change the access permission on project-level only if you’re the project owner.
Defining user access permissions on a File-level
To set access on file-level:
Go to Projects > Open a project..
Select tab Files > Select the files that need their access permissions defined by clicking on the Default option.
3. You will be presented with the two main access levels > select the Custom option and specify the needed access level by adding users and/or teams and assign them Edit or View access level.
4. Do not forget to confirm your changes by selecting the Save resource button.
Note: Each option comes with an explanatory text describing the corresponding access permission. You can further specify the needed access level by adding users and/or teams and assign them Edit or View access level.