Permissions are vital to ensuring your team members can access and edit the correct information.

You can set permission levels at the firm level when you add collaborators to your firm. You can also add project-level permissions when adding collaborators to projects.

Firm-level Permissions

Permission at the firm level determines what users can do regarding company information, account setup, and firm library.

	Admin	Creator	Editor	Viewer
Invite/Add Collaborator to the Firm and Assign Permission Levels	Yes	No	No	No
Edit Company Information	Yes	No	No	No
Add/Remove Product to Firm Library	Yes	Yes	Yes	No
Add/Edit/Remove Fields to Firm Library	Yes	Yes	No	No
Post Comments on Products in the Firm Library	Yes	Yes	Yes	No
Save/Overwrite SpecPlanner Templates at the Firm Level	Yes	Yes	No	No
Edit/Delete SpecPlanner Template at Firm Level	Yes	Yes	No	No

📚 Read more about inviting firm collaborators here.

Project-level Permissions

When you create a new project, you become the Admin of that project.
On projects you are invited to join, you may be assigned an Editor or Viewer permission.

Note: Comparisons, conversations, and the ability to search and save products to a project are not affected by permissions. Everyone invited to any project has full access to comparisons, conversations, and search history.

	Admin	Creator	Editor	Viewer
Add Collaborator in Project and Manage roles	Yes	Yes	Yes	No
Add/Remove Product	Yes	Yes	Yes	No
Post Comments	Yes	Yes	Yes	No
Copy Project	Yes	Yes	Yes	Yes
Delete Project	Yes	No	No	No
Schedules
Add/Remove/Edit Fields	Yes	Yes	No	No
Edit Data in Fields	Yes	Yes	Yes	No
Copy Product to other Project	Yes	Yes	Yes	No
Delete Schedule	Yes	Yes	No	No
Add Placeholder Product	Yes	Yes	Yes	No
Add Product to SpecPlanner	Yes	Yes	No	No
SpecPlanner
Templates Menu	Yes	Yes	Yes	No
- Apply Template	Yes	Yes	No	No
- Create Template from Current View/Overwrite	Yes	Yes	Yes	No
Manage Sections	Yes	Yes	No	No
Add/Manage Fields	Yes	Yes	No	No
Add Products	Yes	Yes	Yes	No
Change masterformat section	Yes	Yes	Yes	No
Drag and drop products	Yes	Yes	Yes	No
Remove/Replace products	Yes	Yes	Yes	No

Note: External collaborators do not have access to Templates. But external collaborator with Admin, Creator, or Editor permissions will have the same access as internal collaborators for managing sections, adding/managing fields, and adding/removing/dragging products and changing masterformat section.

📚 Read more about inviting collaborators to projects here.

How to Get Started With SpecPlanner

Managing Project Collaborators

SpecPlanner Templates Overview

Add Products to SpecPlanner

Changing Masterformat Section

Permissions in Acelab

Firm-level Permissions

Project-level Permissions