Pre-requisites:
Role privilege, as mentioned below, on the project in which user roles and access are to be defined:
The 'Manage Workspace Roles and Users' privilege must be assigned to your role.
Below are the steps to define and manage user roles and access in a project:
1. In the 'Projects' area, navigate to the project where user roles and access are to be defined or managed.
2. Right-click on the required project. Select 'Roles & Users' then 'User Roles and Access'.
Alternately, mouse over the project thumbnail in the thumb view and click the 
icon. A layered page opens. Click 'User Roles and Access'.
3. It shows the existing project roles with the ability to create new roles and assign existing or new roles to users, organisations, and user groups.
4. To create a new project role, click the 'Create New Role' button to add a new blank role record.
Enter the project role name.
You can search for users from your organisation by entering their email addresses.
To assign existing users on the selected project to different roles, click or type in the
initial characters within the textbox and suggested names of user groups, organisations, and users appear accordingly.
If you try to enter a role name already reserved by the system (irrespective of the text format used), you will receive a prompt to rename the role. Below is the list of all system-reserved roles:
'RFI Controller', 'Tender Team Member', 'Tender Administrator', 'Workspace Administrator', 'Workspace - Administrator', 'Workspace Document Publisher', 'Workspace Member (View Only)', 'cBIM Publisher', 'cBIM Viewer', 'Field Administrator', 'Field Contractor', 'Field Inspector'.
By default, all projects in Asite are enabled for the 'Field' module. Accordingly, the system creates three new 'Field' specific roles in all new projects - 'Field Administrator', 'Field Contractor', and 'Field Inspector'.
The Field Administrator oversees the project site and performs administrative tasks for location forms. This user can also raise location forms.
The Field Contractor is assigned site tasks identified and raised by the field inspector. They need to resolve these within a defined timeframe. Once they have completed a task, they must change its status to 'Resolved'.
The Field Inspector is expected to perform inspections, identify site issues, and raise them with the field contractor for resolution.
For any project that is BIM-enabled upon creation or after creation, the system will create two new roles automatically in such projects - 'cBIM Publisher' and 'cBIM Viewer'.
The 'cBIM Publisher' is a user who publishes the model files to Asite.
The 'cBIM Viewer' is a user who views the model files uploaded by the 'cBIM Publisher' and does the required collaboration on those files.
Once you have selected user groups, organisations, or users for a role, the selected users, including those in the chosen user groups and organisations, will be assigned to the corresponding role.
Once a user is assigned a role, you can mouse over their record to view their profile image, name, organisation and email address.
Select the 'Instant Email Notify' checkbox to trigger an email notification to the new users regarding role assignment.
5. Click 'Save' to apply the changes.
While creating projects, the user who creates the project won't receive an email notification for role assignment. Whenever a user is assigned a project role later, they will receive email notifications based on their preferences.
You can search the roles from the header search bars by role name or by entering the user's name, user group, or organisation.
Click here to understand how to remove users from a project.
Check: FAQs
Related Articles: Assign Form Permissions (on a Project), View Roles History (on a Project), Add Users (to a Project), Define User Roles and Access (in a Project Template)
Next Article: Assign Role Privileges (on a Project)