To understand how to assign role privileges on a project, click here.
Below is a description of all the role privileges along with their implications. Click on a starting alphabet to see the role privileges starting with that alphabet:
Allow Custom Distribution - All Orgs
Description: Distribute a file/form to users in other organizations within the project.
Functionality Impact: If this privilege is not assigned to you, users in other organizations won't be accessible to you while distributing a file/form.
Click here for detailed help on how to distribute a file.
Click here for detailed help on how to distribute a form.
Assigned to Workspace Administrator by Default: Yes
Allow Custom Distribution - Own Org
Description: Distribute a file/form to users in your organization.
Functionality Impact: If this privilege is not assigned to you, your organization won't be accessible to you while distributing a file/form.
Click here for detailed help on how to distribute a file.
Click here for detailed help on how to distribute a form.
Assigned to Workspace Administrator by Default: No
Amend Folder Permissions
Description: Reactivate deactivated folders.
Functionality Impact: If this privilege is not assigned to you, the 'Reactivate Folder' option won't be accessible to you as part of the project admin options.
Click here for detailed help on how to reactivate a folder (once deactivated).
Assigned to Workspace Administrator by Default: Yes
Assign Document Metadata
Description: Edit file metadata. You will be able to select multiple files at once and edit their attributes in one go.
Functionality Impact: If this privilege is not assigned to you, the 'Edit > Attributes' option won't be accessible to you on the right click of files or within the file viewer.
Click here for detailed help on how to edit file attributes.
Assigned to Workspace Administrator by Default: Yes
Assign Forms to Workspace
Description: Add Asite standard form templates to your project.
Functionality Impact: If this privilege is not assigned to you, the 'App Templates' (under 'Apps') option won't be accessible to you upon right-clicking the project or when using the settings icon in the project thumb view.
Click here for detailed help on how to assign form templates to a project.
Assigned to Workspace Administrator by Default: Yes
Can Access Archived Projects
Description: Access the project when its status is set to 'Archived'.
Functionality Impact: If this privilege is not assigned to you, the project won't be accessible to you once its status is set to 'Archived'.
Click here for detailed help on how to access an archived project.
Assigned to Workspace Administrator by Default: No
Can Access Audit Information
Description: View audit information related to the project, including files and forms as well as workflow instances (in the 'Workflows' tab).
Functionality Impact: If this privilege is not assigned to you, the 'History' option won't be accessible to you on files, forms, or projects. Also, the 'Workflow Instances' option won't be accessible to you within the 'Workflows' tab.
Click here for detailed help on how to view file history.
Click here for detailed help on how to view form history.
Click here for detailed help on how to manage workflow instances.
Click here for detailed help on how to view project access history.
Assigned to Workspace Administrator by Default: Yes
Can Access Deactivated Docs
Description: Access deactivated files within the folders / sub-folders accessible to you.
Functionality Impact: If this privilege is not assigned to you, deactivated files won't be accessible to you on the files listing page.
Click here for detailed help on deactivated files.
Assigned to Workspace Administrator by Default: Yes
Can Access Workspace Calendar
Description: Access the workspace calendar.
This privilege applies to Classic View only at present.
Functionality Impact: If this privilege is not assigned to you, the 'Workspace Calendar' option won't be accessible to you on the workspace home page (Classic View).
Click here for help related to Classic View.
Assigned to Workspace Administrator by Default: Yes
Can Access Workspace Without Subscription
Description: Access the workspace without subscribing to the Asite account.
This privilege applies to Classic View only at present.
Functionality Impact: If this privilege is not assigned to you, the workspace won't be accessible to you without subscribing to the Asite account (Classic View).
Click here for help related to Classic View.
Assigned to Workspace Administrator by Default: No
Can Amend All Folder Permissions
Description: Overwrite or merge folder permission to the sub-folders accessible to you.
Functionality Impact: If this privilege is not assigned to you, the 'Apply Security to all Subfolders' and 'Apply Settings to all Subfolders' options won't be accessible to you while editing any of the parent folders.
Click here for detailed help on how to edit a folder.
Assigned to Workspace Administrator by Default: No
Can Assign Proxy Users
Description: Assign proxy users to online / paper users.
Functionality Impact: If this privilege is not assigned to you, the 'Proxy Users' option won't be accessible to you.
Click here for detailed help on how to assign proxy users.
Assigned to Workspace Administrator by Default: Yes
Can Batch Change Status of Forms - All Forms
Description: Change the status of the forms in batches, for all forms within the project.
Functionality Impact: If this privilege is not assigned to you, you won't be able to change the status of multiple forms in one go, for all forms within the project.
Click here for detailed help on how to change the status of forms as a batch.
Assigned to Workspace Administrator by Default: No
Can Batch Change Status of Forms - Own Forms
Description: Change the status of forms in batches, for the forms created by you.
Functionality Impact: If this privilege is not assigned to you, you won't be able to change the status of multiple forms in one go, for the forms created by you.
Click here for detailed help on how to change the status of forms as a batch.
Assigned to Workspace Administrator by Default: No
Can be Assigned Task - Change Status
Description: To enable you to be assigned a 'For Status Change' task during a file/form distribution within the project.
Functionality Impact: If this privilege is not assigned to you, you won't be able to be assigned a 'For Status Change' task during a file/form distribution within the project.
Click here for detailed help on file tasks.
Assigned to Workspace Administrator by Default: Yes
Can Change Status
Description: Change the status of the files/forms accessible to you.
Functionality Impact: If this privilege is not assigned to you, the 'Edit > Status' option on the right click of files or forms / 'Change Status' option in the file viewer or form viewer won't be accessible to you. As an exception, you will be able to change the status of files or forms on which there is a 'For Status Change' / 'Assign Status' task assigned to
you.
Click here for detailed help on how to change the status of a file.
Click here for detailed help on how to change the status of a form.
Assigned to Workspace Administrator by Default: Yes
Can Clear Tasks - Organization
Description: Clear incomplete tasks of other users in your organization.
Functionality Impact: If this privilege is not assigned to you, you won't be able to clear incomplete tasks of other users in your organization.
Click here for detailed help on how to clear tasks on a file.
Click here for detailed help on how to clear tasks on a form.
Assigned to Workspace Administrator by Default: Yes
Can Clear Tasks - Own
Description: Clear your incomplete tasks.
Functionality Impact: If this privilege is not assigned to you, you won't be able to clear your incomplete tasks.
Click here for detailed help on how to clear tasks on a file.
Click here for detailed help on how to clear tasks on a form.
Assigned to Workspace Administrator by Default: Yes
Can Clear Tasks - Workspace
Description: Clear incomplete tasks of users from other organizations within the project.
Functionality Impact: If this privilege is not assigned to you, you won't be able to clear incomplete tasks of users from other organizations within the project.
Click here for detailed help on how to clear tasks on a file.
Click here for detailed help on how to clear tasks on a form.
Assigned to Workspace Administrator by Default: Yes
Can Configure Document Numbering Scheme
Description: Configure file numbering or naming convention rules at project or folder levels.
This privilege applies to Classic View only at present.
Functionality Impact: If this privilege is not assigned to you, the 'Manage Doc Numbering Scheme' option won't be accessible to you in the dropdown list of 'Admin' on the listing pages (Classic View).
Click here for help related to Classic View.
Assigned to Workspace Administrator by Default: Yes
Can Create Comments
Prerequisites: 'Enable Comment Review' setting should not be enabled on the project.
Description: Create aMessages / markups on the files accessible to you.
Functionality Impact: If this privilege is not assigned to you, the 'Start a Discussion' or 'aMessages' (including markups) option won't be accessible to you on any of the files.
Click here for detailed help on how to create a comment i.e. an aMessage on a file.
Assigned to Workspace Administrator by Default: Yes
If the 'Enable Comment Review' setting is enabled on an existing project, this role privilege will be replaced with 'Can Create Review'.
Can Create Review
Prerequisites: 'Enable Comment Review' setting should be enabled on the project.
Description: Create reviews on the files accessible to you.
Functionality Impact: If this privilege is not assigned to you, you won't be able to create reviews on the files accessible to you.
Click here to understand how to create a comment review on a file.
Assigned to Workspace Administrator by Default: Yes
Can Create Files From Document Templates
Description: Create new files from file templates, and edit existing files (of supported file formats) using the aSync desktop app.
Functionality Impact: If this privilege is not assigned to you, the 'Edit File' option won't be accessible to you on any of the files.
Click here for detailed help on how to create a file from a file template using aSync.
Assigned to Workspace Administrator by Default: No
Can Create Issue
Description: Create an issue while viewing a model using Issue Manager.
Functionality Impact: If this privilege is not assigned to you, the 'Create Issue' option won't be accessible to you while viewing any model.
Click here for detailed help on how to create an issue on a model.
Assigned to Workspace Administrator by Default: Yes
Can Create Issue Comment
Description: Create comments on an existing issue while viewing a model.
Functionality Impact: If this privilege is not assigned to you, the 'Create Comment' option won't be accessible to you while viewing details of any of the issues.
Click here for detailed help on how to create a comment on a model issue.
Assigned to Workspace Administrator by Default: Yes
Can Create Private Comments
Prerequisites: 'Enable Comment Review' setting should not be enabled on the project.
Description: Create private aMessages on the files accessible to you.
Functionality Impact: If this privilege is not assigned to you, the 'Mark as Private' option won't be accessible to you while creating aMessages on any of the files.
Click here for detailed help on how to create a comment i.e. an aMessage on a file.
Assigned to Workspace Administrator by Default: Yes
If the 'Enable Comment Review' setting is enabled on the project, this role privilege will be replaced with 'Can Create Private Review'.
Can Create Private Review
Prerequisites: 'Enable Comment Review' setting should be enabled on the project.
Description: Create private reviews on the files accessible to you.
Functionality Impact: If this privilege is not assigned to you, you won't be able to create private reviews on the files accessible to you.
Click here to understand how to create a private review on a file.
Assigned to Workspace Administrator by Default: Yes
Can Deactivate All Forms
Description: Deactivate forms irrespective of the user or organization they belong to.
Functionality Impact: If this privilege is not assigned to you, you won't be able to deactivate forms irrespective of the user or organization they belong to.
Click here for detailed help on how to deactivate a form.
Assigned to Workspace Administrator by Default: Yes
Can Deactivate Document Tasks - All Orgs
Description: Deactivate incomplete file tasks of users in all organizations within the project.
Functionality Impact: If this privilege is not assigned to you, you won't be able to deactivate incomplete file tasks of users in all organizations within the project.
Click here for detailed help on how to deactivate tasks on a file.
Assigned to Workspace Administrator by Default: Yes
Can Deactivate Document Tasks - Own Org
Description: Deactivate incomplete file tasks of users in your organization within the project.
Functionality Impact: If this privilege is not assigned to you, you won't be able to deactivate incomplete file tasks of users in your organization within the project.
Click here for detailed help on how to deactivate tasks on a file.
Assigned to Workspace Administrator by Default: Yes
Can Deactivate Documents
Description: Deactivate the files accessible to you.
Functionality Impact: If this privilege is not assigned to you, the 'More Options > Deactivate Files' option won't be accessible to you on the right click of a file in the 'Files' tab.
Click here for detailed help on how to deactivate a file.
Assigned to Workspace Administrator by Default: Yes
Can Deactivate Form Tasks - All Orgs
Description: Deactivate incomplete form tasks of users in all organizations within the project.
Functionality Impact: If this privilege is not assigned to you, you won't be able to deactivate incomplete form tasks of users in all organizations within the project.
Click here for detailed help on how to deactivate tasks on a form.
Assigned to Workspace Administrator by Default: Yes
Can Deactivate Form Tasks - Own Org
Description: Deactivate incomplete form tasks of users in your organization within the project.
Functionality Impact: If this privilege is not assigned to you, you won't be able to deactivate incomplete form tasks of users in your organization within the project.
Click here for detailed help on how to deactivate tasks on a form.
Assigned to Workspace Administrator by Default: Yes
Can Deactivate Own Forms
Description: Deactivate the forms you have created.
Functionality Impact: If this privilege is not assigned to you, you won't be able to deactivate the forms you have created.
Click here for detailed help on how to deactivate a form.
Assigned to Workspace Administrator by Default: No
Can Deactivate Users from Workspace
Description: Mark project users as inactive.
Functionality Impact: If this privilege is not assigned to you, you won't be able to mark project users as inactive.
This privilege applies to Classic View only at present.
Click here for detailed help on how to deactivate users from a workspace.
Assigned to Workspace Administrator by Default: Yes
Can Delegate Tasks - Organizations
Description: Delegate incomplete tasks of other users in your organization within the project.
Functionality Impact: If this privilege is not assigned to you, you won't be able to delegate incomplete tasks of other users in your organization to users from your organization or users from other organizations within the project. It will also depend upon whether you have the privileges 'Allow Custom Distribution - Own Org' and/or 'Allow Custom Distribution - All Org' on the project. Further, you cannot delegate task a particular file task to someone who doesn't have access to the concerned file or who is defined as a paper user on the project.
Click here for detailed help on how to delegate tasks on a file.
Click here for detailed help on how to delegate tasks on a form.
Assigned to Workspace Administrator by Default: Yes
Can Delegate Tasks - Own
Description: Delegate your incomplete tasks.
Functionality Impact: If this privilege is not assigned to you, you won't be able to delegate your incomplete tasks to any other user from your organization within the project. It will also depend upon whether you have the privileges 'Allow Custom Distribution - Own Org' and/or 'Allow Custom Distribution - All Org' on the project. Further, you cannot delegate task a particular file task to someone who doesn't have access to the concerned file or who is defined as a paper user on the project.
Click here for detailed help on how to delegate tasks on a file.
Click here for detailed help on how to delegate tasks on a form.
Assigned to Workspace Administrator by Default: Yes
Can Delegate Tasks - Workspace
Description: Delegate incomplete tasks of users in all organizations within the project.
Functionality Impact: If this privilege is not assigned to you, you won't be able to delegate incomplete tasks of users from all organizations (except your organization) to anyone from your organization within the project. It will also depend upon whether you have the privileges 'Allow Custom Distribution - Own Org' and/or 'Allow Custom Distribution - All Org' on the project. Further, you cannot delegate task a particular file task to someone who doesn't have access to the concerned file or who is defined as a paper user on the project.
Click here for detailed help on how to delegate tasks on a file.
Click here for detailed help on how to delegate tasks on a form.
Assigned to Workspace Administrator by Default: Yes
Can Download Documents
Description: Download the files accessible to you.
Functionality Impact: If this privilege is not assigned to you, you won't be able to download the files accessible to you.
Click here for detailed help on how to download files.
Assigned to Workspace Administrator by Default: Yes
Can Edit Visibility of Objects
Description: Edit the visibility of files and forms accessible to you.
Functionality Impact: If this privilege is not assigned to you, you won't be able to edit the visibility of files and forms accessible to you.
Click here for detailed help on how to assign or remove visibility on a file.
Click here for detailed help on how to assign or remove visibility on a form.
Assigned to Workspace Administrator by Default: No
Can Manage Configurable Attributes
Description: Set up and manage configurable attributes at project or folder Levels, by creating attributes and attribute sets.
Functionality Impact: If this privilege is not assigned to you, the 'Manage Configurable Attributes' option won't be accessible to you as part of project admin options.
Click here for detailed help on configurable attributes.
Assigned to Workspace Administrator by Default: Yes
Can Manage Model Object Lists
Description: Create an object list of cBIM models accessible to you.
Functionality Impact: If this privilege is not assigned to you, the 'Object Manager' option won't be accessible to you while viewing a model file.
Click here for detailed help on how to manage model objects.
Assigned to Workspace Administrator by Default: Yes
Can Manage Project Field
Description: Add a site for managing defects.
Functionality Impact: If this privilege is not assigned to you, you won't be able to add locations and sub-locations / manage defects within the 'Field' tab.
Click here for detailed help on how to manage the project field.
Assigned to Workspace Administrator by Default: No
Can Manage Project Groups
Description: Create aMessage groups within the project.
Functionality Impact: If this privilege is not assigned to you, the project won't be accessible to you while creating/editing groups from the 'Tasks' or 'aMessages' tab.
Click here for detailed help on how to manage groups.
Assigned to Workspace Administrator by Default: Yes
Can Manage Project Models
Description: Create a cBIM model within the project.
Functionality Impact: If this privilege is not assigned to you, the project won't be accessible to you while creating/editing cBIM models from the 'Models' tab.
Click here for detailed help on how to manage project models.
Assigned to Workspace Administrator by Default: Yes
Can Manage Project Models View
Description: Create views in the cBIM models accessible to you.
This privilege applies to Adoddle View only at present.
Functionality Impact: If this privilege is not assigned to you, the 'Create New View' option won't be accessible to you while viewing a model file.
Click here for detailed help on how to view a model.
Assigned to Workspace Administrator by Default: Yes
Can Manage Project Tasks
Description: Create and manage tasks within the project groups accessible to you.
Functionality Impact: If this privilege is not assigned to you, the 'Add Task' option won't be accessible to you in the 'Tasks' tab on the project group.
Click here for detailed help on how to create a new group task.
Click here for detailed help on how to edit an existing group task.
Assigned to Workspace Administrator by Default: Yes
Can Manage Quality Test Plan
Description: Create and manage quality test plans within the project.
Functionality Impact: If this privilege is not assigned to you, the 'Create Plan' option won't be accessible to you in the 'Quality' tab on the selected project.
Click here for detailed help on how to create a new quality plan.
Assigned to Workspace Administrator by Default: No
Can Manage Review Response Statuses
This privilege is only available if the 'Enable Comment Review' setting is enabled on the project.
Description: Manage review response statuses on your project.
Functionality Impact: If this privilege is not assigned to you, you won't be able to manage review response statuses on your project.
Click here to understand how to configure review response statuses in projects accessible to you.
Assigned to Workspace Administrator by Default: Yes
Can Move Own Files
Description: Move the files published by you.
Functionality Impact: If this privilege is not assigned to you, the 'Move Files' option won't be accessible to you on the right click of the files published by you.
Click here for detailed help on how to move files.
Assigned to Workspace Administrator by Default: Yes
Can Print Documents
Description: Print the files accessible to you.
Functionality Impact: If this privilege is not assigned to you, the 'Print File' option won't be accessible to you on the right click of files accessible to you.
Click here for detailed help on how to print files.
Assigned to Workspace Administrator by Default: Yes
Can Publish X-Refs
Description: Upload files with external references.
Functionality Impact: If this privilege is not assigned to you, you won't be able to upload files with X-Refs (external references).
Click here for detailed help on how to upload files with X-Refs from AutoCAD.
Assigned to Workspace Administrator by Default: Yes
Can Reactivate Document Tasks - All Orgs
Description: Reactivate incomplete file tasks for users in all organizations within the project.
Functionality Impact: If this privilege is not assigned to you, you won't be able to reactivate incomplete file tasks of users in all organizations within the project.
Click here for detailed help on how to reactivate tasks on a file.
Assigned to Workspace Administrator by Default: Yes
Can Reactivate Document Tasks - Own Org
Description: Reactivate incomplete file tasks of users in your organization within the project.
Functionality Impact: If this privilege is not assigned to you, you won't be able to reactivate incomplete file tasks of users in your organization within the project.
Click here for detailed help on how to reactivate tasks on a file.
Assigned to Workspace Administrator by Default: Yes
Can Reactivate Form Tasks - All Orgs
Description: Reactivate incomplete form tasks for users in all organizations within the project.
Functionality Impact: If this privilege is not assigned to you, you won't be able to reactivate incomplete form tasks of users in all organizations within the project.
Click here for detailed help on how to reactivate tasks on a form.
Assigned to Workspace Administrator by Default: Yes
Can Reactivate Form Tasks - Own Org
Description: Reactivate incomplete form tasks of users in your organization within the project.
Functionality Impact: If this privilege is not assigned to you, you won't be able to reactivate incomplete form tasks of users in your organization within the project.
Click here for detailed help on how to reactivate tasks on a form.
Assigned to Workspace Administrator by Default: Yes
Can Re-open All Closed Forms - Admin
Description: Reopen all closed forms accessible to you.
Functionality Impact: If this privilege is not assigned to you, you won't be able to reopen all closed forms accessible to you.
Click here for detailed help on how to change the status of a form.
Assigned to Workspace Administrator by Default: No
Can Re-open Closed Forms
Description: Reopen closed forms created by you.
Functionality Impact: If this privilege is not assigned to you, you won't be able to reopen the closed forms created by you.
Click here for detailed help on how to change the status of a form.
Assigned to Workspace Administrator by Default: No
Can Share Search Views
Description: Share your search views with other users in the project.
This privilege applies to Classic View only at present.
Functionality Impact: If this privilege is not assigned to you, you won't be able to share your search view with other users in the project (Classic View).
Click here for help related to Classic View.
Assigned to Workspace Administrator by Default: Yes
Can View Historic Markups
Description: View historic markups on your files if applicable.
Functionality Impact: If this privilege is not assigned to you, you won't be able to see the 'Historic Markups' option while viewing file history.
Click here for detailed help on how to view the history of a file.
Assigned to Workspace Administrator by Default: No
Can View Quality Test Plan
Description: View existing quality test plans within the project.
Functionality Impact: If this privilege is not assigned to you, you won't be able to view the existing quality test plan accessible to you.
Click here for detailed help on how to perform activities on a plan.
Click here for detailed help on how to access more options in the Planner view.
Assigned to Workspace Administrator by Default: No
Clear Comments
Description: Clear unread comments for your comment recipients.
This privilege applies to Classic View only at present.
Functionality Impact: If this privilege is not assigned to you, the unread comments icon will not be visible on the 'Comment Register' / 'Deactivate User from Workspace' pages (Classic View).
Click here for help related to Classic View.
Assigned to Workspace Administrator by Default: Yes
Create Parent Folders
Description: Create new folders at the root level.
Functionality Impact: If this privilege is not assigned to you, the 'New > Folder' option won't be accessible to you on the right click of a project name in the 'Files' tab.
Click here for detailed help on how to create a parent folder.
Assigned to Workspace Administrator by Default: Yes
Edit Workspace Details
Description: Edit the project details.
Functionality Impact: If this privilege is not assigned to you, the 'Edit Project Information' option won't be accessible to you on the right click of a project or when using the settings icon in the project thumb view.
Click here for detailed help on how to edit a project.
Assigned to Workspace Administrator by Default: Yes
Edit Workspace Form Settings
Description: Edit the form settings in the project based on their type.
Functionality Impact: If this privilege is not assigned to you, the 'Apps > Edit App Settings' option won't be accessible to you on the right click of a project or when using the settings icon in the project thumb view.
Click here for detailed help on how to edit form settings on your project.
Assigned to Workspace Administrator by Default: Yes
Export All Forms to PDF
Description: Export all selected forms as a PDF file.
Functionality Impact: If this privilege is not assigned to you, the 'Export All to PDF' option won't be accessible to you on the right click of the form in the forms listing view.
Click here for detailed help on how to export selected forms to PDF.
Assigned to Workspace Administrator by Default: No
Manage App Permissions
Description: Manage the form permissions in the project based on their type.
Functionality Impact: If this privilege is not assigned to you, the 'Roles & Users > App Permissions' option won't be accessible to you on the right click of a project or when using the settings icon in the project thumb view.
Click here for detailed help on how to manage form permissions on your project.
Assigned to Workspace Administrator by Default: Yes
Manage Notices
Description: Create, edit, deactivate, or reactivate project notices within the project.
Functionality Impact: If this privilege is not assigned to you, the project won't be accessible to you while creating/editing notices using the 'Manage Notices' option in the 'Admin' tab.
Click here for detailed help on how to manage project notices.
Assigned to Workspace Administrator by Default: Yes
Manage Organization Placeholders
Description: Publish and manage placeholders for users in your organization within the project.
Functionality Impact: If this privilege is not assigned to you, the 'Create New Placeholder' option won't be accessible to users in your organization within the project.
Click here for detailed help on how to publish a placeholder on your project.
Assigned to Workspace Administrator by Default: Yes
Manage Paper Documents
Description: Publish and manage paper documents within the project.
This privilege applies to Classic View only at present.
Functionality Impact: If this privilege is not assigned to you, the 'Publish Paper Document' option won't be accessible to you on the listing pages (Classic View).
Click here for help related to Classic View.
Assigned to Workspace Administrator by Default: Yes
Manage Project Invitations
Description: Add users to the project.
Functionality Impact: If this privilege is not assigned to you, the 'Roles & Users > Add Users' option won't be accessible to you on the right click of a project or when using the settings icon in the project thumb view.
Click here for detailed help on how to add users to your project.
Assigned to Workspace Administrator by Default: Yes
Manage Purpose of Issue
Description: Manage the purpose of issues within the project.
Functionality Impact: If this privilege is not assigned to you, the 'Settings > Purpose of Issues' option won't be accessible to you on the right click of a project or when using the settings icon in the project thumb view.
Click here for detailed help on how to manage the purpose of issues on your project.
Assigned to Workspace Administrator by Default: Yes
Manage Role Privileges
Description: Manage role privileges in the project.
Functionality Impact: If this privilege is not assigned to you, the 'Roles & Users > Role Privileges' option won't be accessible to you on the right click of a project or when using the settings icon in the project thumb view.
Click here for detailed help on how to manage role privileges on your project.
Assigned to Workspace Administrator by Default: Yes
Manage Workflow Rules
Description: Create and manage graphical workflows in the project.
Functionality Impact: If this privilege is not assigned, you won't be able to create and manage graphical workflows in the 'Workflows' tab, including starting a new workflow, canceling a running workflow, transitioning a running workflow, or resuming a failed workflow.
If this privilege is not assigned to you, the 'Manage Workflow Rules' option won't
be accessible to you in the dropdown list of 'Admin' on the listing pages (Classic View).
Click here for detailed help on how to manage workflows on your project.
Assigned to Workspace Administrator by Default: Yes
Manage Workspace Attributes
Description: Manage the attributes of the workspace.
This privilege applies to Classic View only at present.
Functionality Impact: If this privilege is not assigned to you, the 'Attributes - Assign to Workspace' option won't be accessible to you in the dropdown list of 'Admin' on the listing pages (Classic View).
Click here for help related to Classic View.
Assigned to Workspace Administrator by Default: Yes
Manage Workspace Distribution Groups
Description: Manage distribution groups within the project.
Functionality Impact: If this privilege is not assigned to you, the 'Settings > Distribution Groups' option won't be accessible to you on the right click of a project or when using the settings icon in the project thumb view.
Click here for detailed help on how to manage distribution groups on your project.
Assigned to Workspace Administrator by Default: Yes
Manage Workspace Document Status
Description: Manage file statuses within the project.
Functionality Impact: If this privilege is not assigned to you, the 'Settings > File Statuses' option won't be accessible to you on the right click of a project or when using the settings icon in the project thumb view.
Click here for detailed help on how to manage file statuses on your project.
Assigned to Workspace Administrator by Default: Yes
Manage Workspace Drawing Series
Description: Manage drawing series within the project.
This privilege applies to Classic View only at present.
Functionality Impact: If this privilege is not assigned to you, the 'Drawing Series - Assign to Workspace' option won't be accessible to you in the dropdown list of 'Admin' on the listing pages (Classic View).
Click here for help related to Classic View.
Assigned to Workspace Administrator by Default: Yes
Manage Workspace Form Status
Description: Manage form statuses within the project.
Functionality Impact: If this privilege is not assigned to you, the 'Settings > App Statuses' option won't be accessible to you on the right click of a project or when using the settings icon in the project thumb view.
Click here for detailed help on how to manage form statuses on your project.
Assigned to Workspace Administrator by Default: Yes
Manage Workspace Mailbox
Description: Manage a mailbox within the project.
Functionality Impact: If this privilege is not assigned to you, the 'Settings > Project Mailbox' option won't be accessible to you on the right click of a project or when using the settings icon in the project thumb view.
Click here for detailed help on how to manage a mailbox on your project.
Assigned to Workspace Administrator by Default: Yes
Manage Workspace Placeholders
Description: Publish and manage placeholders for all organizations within the project.
Functionality Impact: If this privilege is not assigned to you, the 'Create New Placeholder' option won't be accessible to users in all organizations within the project.
Click here for detailed help on how to publish a placeholder on your project.
Assigned to Workspace Administrator by Default: Yes
Manage Workspace Roles and Users
Description: Create or manage roles and users within the project.
Functionality Impact: If this privilege is not assigned to you, the 'Roles & Users > User Roles and Access' option won't be accessible to you on the right click of a project or when using the settings icon in the project thumb view.
Click here for detailed help on how to manage user roles and access.
Assigned to Workspace Administrator by Default: Yes
Mark Review Private
Prerequisites: 'Enable Comment Review' setting should be enabled on the project.
Description: Mark a review as private on the files accessible to you.
Functionality Impact: If this privilege is not assigned to you, you won't be able to mark the review as private on the files accessible to you.
Click here for detailed help on how to mark a file comment review as private.
Assigned to Workspace Administrator by Default: Yes
Check: FAQs
Related Articles: Define User Roles and Access (on a Project), Assign Form Permissions (on a Project)
Next Article: Assign Proxy Access to Users (on a Project)