PAID FEATURE
An Enterprise license is required
Access rights may differ from one list to another, meaning a user can have different permissions depending on the list. Please note that project-level access rights also apply. For example, you must have at least collaborator access to add a picture or a document to a point.
Managing Access Rights in a List
1. To check and manage access rights in a list:
A: Select the list from the lists drop-down menu
B: Click on the Participants section
C: Click on the suitcase icon to open the "manage participants" page:
2. Click the pencil icon to enter editing mode:
3. Then click the role shown below the participant’s name to change it. Updating the role will automatically update the participant’s access rights:
4. After updating the participant's role within the list, click on the floppy disk icon to save the changes:
Overview of the Access Rights per Role
Subcontractors in a list can:
see all the points that they are in charge of. Points that they are not in charge of are not displayed in the list.
see and download all documents/reports of the list.
add a comment to an existing point and insert a picture or a document to illustrate the comment.
update the point status (list manager or administrator only can see some status)
delete/archive their own comments.
copy a point to another list in which they are manager or administrator.
Guests in a list can:
see all points of the list.
see and download all documents/reports of the list.
add a comment to an existing point and insert a picture or a document to illustrate the comment.
update the point status.
delete/archive their own comments.
copy a point to another list in which they are manager or administrator.
Contributors in a list can:
see all points of the list.
see and download all documents/reports of the list.
add a comment to an existing point and insert a picture or a document to illustrate the comment.
update the point status.
delete/archive their own comments.
copy a point to another list in which they are manager or administrator.
edit the following fields: "categories", "users in charge" of a point.
Managers in a list can:
see all points of the list.
see and download all documents/reports of the list.
add a comment to an existing point and insert a picture or a document to illustrate the comment.
update the point status.
delete/archive their own comments.
copy a point to another list in which they are manager or administrator.
edit the following fields: "categories", "users in charge" of a point.
add new points (with documents/pictures).
delete, archive, edit, copy and move their own points.
generate a list report.
link documents to the list.
edit list parameters (type numbering, occurrence, header/footer, etc.)
add participants to the list and update their access rights to manager, collaborator, guest or subcontractor.
Administrators in a list can:
see all points of the list.
see and download all documents/reports of the list.
add a comment to an existing point and insert a picture or a document to illustrate the comment.
update the status of all points.
delete/archive their own comments.
copy a point to another list in which they are manager or administrator.
add new points (with documents/pictures).
generate a list report.
link documents to the list.
edit list parameters (type numbering, occurrence, header/footer, etc.)
add participants to the list and update their access rights to manager, collaborator, guest or subcontractor.
edit, move, delete, archive all points, comments and documents, even if they are not the author of those points.
Got a problem? Contact our support or ask your questions online directly on the app.