Role Privileges and their impact

This article helps you understand different role privileges that can be assigned on a project.

Updated this week

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: Enables you to 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: Enables you to 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: Enables you to 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 project admin options.

Assigned to Workspace Administrator by Default: Yes


Assign Document Metadata

Description: Enables you to 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 right click of files or within file viewer.

Click here for detailed help on how to edit file attributes.
โ€‹Assigned to Workspace Administrator by Default: Yes


Assign Forms to Workspace

Description: Enables you to add form templates to the project.

Functionality Impact: If this privilege is not assigned to you, the 'Apps > App Templates' option won't be accessible to you upon right click of project or when using the settings icon in project thumb view.

Assigned to Workspace Administrator by Default: Yes


Can Access Archived Projects

Description: Enables you to 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: Enables you to view audit information related to the project, including files and forms as well as workflow instances (in 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, 'Workflow Instances' option won't be accessible to you within '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: Enables you to 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: Enables you to access 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 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: Enables you to access 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, 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: Enables you to 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: Enables you to 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: Enables you to change 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 able to change status of multiple forms in one go, for all forms within the project.

Assigned to Workspace Administrator by Default: No


Can Batch Change Status of Forms - Own Forms

Description: Enables you to change status of the 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 status of multiple forms in one go, for the forms created by you.

Assigned to Workspace Administrator by Default: No


Can be Assigned Task - Change Status

Description: Enables you to be assigned '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 '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: Enables you to change status of the files / forms accessible to you.

Functionality Impact: If this privilege is not assigned to you, the 'Edit > Status' option on right click of files or forms / 'Change Status' option in file viewer or form viewer won't be accessible to you. As an exception, you will be able to change 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 status of a file.

Click here for detailed help on how to change status of a form.

Assigned to Workspace Administrator by Default: Yes


Can Clear Tasks - Organization

Description: Enables you to 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: Enables you to clear your own incomplete tasks.

Functionality Impact: If this privilege is not assigned to you, you won't be able to clear your own 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: Enables you to 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: Enables you to 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 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: Enables you to 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.

Assigned to Workspace Administrator by Default: Yes

If '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: Enables you to 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.

Assigned to Workspace Administrator by Default: Yes


Can Create Files From Document Templates

Description: Enables you to edit and create files from templates using aSync desktop app.
โ€‹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.

Assigned to Workspace Administrator by Default: No


Can Create Issue

Description: Enables you to create 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: Enables you to create comment 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.

Assigned to Workspace Administrator by Default: Yes


Can Create Private Comments

Prerequisites: 'Enable Comment Review' setting should not be enabled on the project.

Description: Enable you to 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.

Assigned to Workspace Administrator by Default: Yes

If 'Enable Comment Review' setting is enabled on 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: Enables you to 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.

Assigned to Workspace Administrator by Default: Yes


Can Deactivate All Forms

Description: Enables you to deactivate forms irrespective of the user or organization it belongs 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 it belongs 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: Enables you to 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: Enables you to 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: Enables you to 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 right click of file in '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: Enables you to 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: Enables you to 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: Enables you to 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: Enables you to 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 workspace.

Assigned to Workspace Administrator by Default: Yes


Can Delegate Tasks - Organizations

Description: Enables you to 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 on 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: Enables you to delegate your own incomplete tasks.

Functionality Impact:If this privilege is not assigned to you, you won't be able to delegate your own 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 on 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: Enables you to delegate incomplete tasks of users in all organization 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 organization (except your own organization) to anyone from your own 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 on 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: Enables you to 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: Enables you to edit 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 visibility of files and forms accessible to you.

Assigned to Workspace Administrator by Default: No


Can Manage Configurable Attributes

Description: Enables you to set 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: Enables you to create 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: Enables you to add site for managing defects.

Functionality Impact: If this privilege is not assigned to you, you won't be able to add sites and locations / manage defects within 'Field' tab.

Click here for detailed help on how to manage project field / sites.

Assigned to Workspace Administrator by Default: No


Can Manage Project Groups

Description: Enables you to create 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 '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: Enables you to create 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 '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: Enables you to 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: Enables you to create or 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: Enables you to 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 'Enable Comment Review' setting is enabled on project.

Description: Enables you to 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.

Assigned to Workspace Administrator by Default: Yes


Can Move Own Files

Description: Enables you to move the files you have published.

Functionality Impact: If this privilege is not assigned to you, the 'Move Files' option won't be accessible to you upon right click of files you have published.

Click here for detailed help on how to move files.

Assigned to Workspace Administrator by Default: Yes


Can Print Documents

Description: Enables you to print 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 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: Enables you to 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).

Assigned to Workspace Administrator by Default: Yes


Can Reactivate Document Tasks - All Orgs

Description: Enables you to 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: Enables you to 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: Enables you to 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: Enables you to 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: Enables you to reopen all closed forms accessible to you, irrespective of who created it.

Functionality Impact: If this privilege is not assigned to you, you won't be able to reopen all closed forms accessible to you, irrespective of who created it.

Click here for detailed help on how to change status of a form.

Assigned to Workspace Administrator by Default: No


Can Re-open Closed Forms

Description: Enables you to reopen closed forms you have created.

Functionality Impact: If this privilege is not assigned to you, you won't be able to reopen the closed forms you have created.

Click here for detailed help on how to change status of a form.

Assigned to Workspace Administrator by Default: No


Can Share Search Views

Description: Enables you to 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: Enables you to 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 history of a file.

Assigned to Workspace Administrator by Default: No


Can View Quality Test Plan

Description: Enables you to 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 existing quality test plan accessible to you.

Click here for detailed help on how to perform activities on a plan.

Assigned to Workspace Administrator by Default: No


Clear Comments

Description: Enables you to clear unread aMessages for your aMessage recipients.

This privilege applies to Classic View only at present.

Functionality Impact: If this privilege is not assigned to you, the unread aMessages icon will not be visible at 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: Enables you to 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 right click of project name in '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: Enables you to 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 right click of project or when using the settings icon in 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: Enables you to edit the project form settings.

Functionality Impact: If this privilege is not assigned to you, the 'Apps > Edit App Settings' option won't be accessible to you on right click of project or when using the settings icon in project thumb view.

Assigned to Workspace Administrator by Default: Yes


Export All Forms to PDF

Description: Enables you to 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 right click of 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: Enables you to manage form permissions.

Functionality Impact: If this privilege is not assigned to you, the 'Roles & Users > App Permissions' option won't be accessible to you on right click of project or when using the settings icon in project thumb view.

Assigned to Workspace Administrator by Default: Yes


Manage Notices

Description: Enables you to create / edit / deactivate / 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 'Manage Notices' option in 'Admin' tab.

Click here for detailed help on how to manage project notices.

Assigned to Workspace Administrator by Default: Yes


Manage Organization Placeholders

Description: Enables you to 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.

Assigned to Workspace Administrator by Default: Yes


Manage Paper Documents

Description: Enables you to 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: Enables you to manage project invitations.

Functionality Impact: If this privilege is not assigned to you, the 'Roles & Users > User Invitations' option won't be accessible to you on right click of project or when using the settings icon in project thumb view.

Assigned to Workspace Administrator by Default: Yes


Manage Purpose of Issue

Description: Enables you to manage 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 right click of project or when using the settings icon in project thumb view.

Assigned to Workspace Administrator by Default: Yes


Manage Role Privileges

Description: Enables you to manage project role privileges.

Functionality Impact: If this privilege is not assigned to you, the 'Roles & Users > Role Privileges' option won't be accessible to you on right click of project or when using the settings icon in project thumb view.

Assigned to Workspace Administrator by Default: Yes


Manage Workflow Rules

Description: Enables you to create and manage Asite Graphical Workflows.

Functionality Impact: If this privilege is not assigned, you won't be able to create and manage graphical workflows in 'Workflows' tab, including starting a new workflow, canceling a running workflow, transitioning a running workflow, resuming a failed workflow.

If this privilege is not assigned to you, the 'Manage Workflow Rules' option won't

be accessible to you in 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: Enables you to 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 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: Enables you to 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 right click of project or when using the settings icon in project thumb view.

Assigned to Workspace Administrator by Default: Yes


Manage Workspace Document Status

Description: Enables you to 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 right click of project or when using the settings icon in project thumb view.

Assigned to Workspace Administrator by Default: Yes


Manage Workspace Drawing Series

Description: Enables you to 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 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: Enable you to 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 right click of project or when using the settings icon in project thumb view.

Assigned to Workspace Administrator by Default: Yes


Manage Workspace Mailbox

Description: Enable you to manage 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 right click of project or when using the settings icon in project thumb view.

Click here for detailed help on how to manage mailbox on your project.

Assigned to Workspace Administrator by Default: Yes


Manage Workspace Placeholders

Description: Enables you to 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.

Assigned to Workspace Administrator by Default: Yes


Manage Workspace Roles and Users

Description: Enables you to 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 right click of project or when using the settings icon in 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: Enables you to mark 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 review as private on the files accessible to you.

Assigned to Workspace Administrator by Default: Yes


Check: FAQs


Did this answer your question?