Skip to main content

Users

Adding Users, changing Permissions and Privileges 

If you want to add someone to your project, no matter what kind of collaborator it would be, you need to set some privileges. You can do it by clicking the burger hamburger_icon.png icon and then selecting Space settings in the Side bar. First, you can add roles. By default you, as the space creator, have the OWNER role. To create new roles, go to the Role templates tab and click Add new role button.png button. In the pop-up window enter new role name and click the confirm button. 

obraz.png

After accepting the new role, another window will appear, allowing you to change different privileges for the role you've just created.
You can set appropriate permissions in several categories: General privileges, Rooms, Devices, Assets, Scenes and Tickets. For the role created for this walkthrough, we will set all the privileges to View only. 

Privileges_viewer_1.png Privileges_viewer_2.png

You can create multiple roles with different privileges depending on who you share the project with. If you want to share it with subcontractors, you may want to give them roles to edit assets or devices. If you want, you may want to give separate roles to plumbers, electricians, people controlling the project, your closest associates, etc. 

If you set some general privileges (eg. to create rooms), the privileges on the other categories will change too.

Privileges_viewer_4.pngIn the example above, the Designer has some privileges to manage Interior Designer, Create tickets and view providers. Automatically some of the privileges were created (as you can see in the image below), but you can revoke the access to specific rooms, devices or other options (in this example the Designer role allows to manage the Interior editor, create tickets and view providers excluding TURQUOISE, GREEN and PINK rooms).

Privileges_viewer_5.png

To add a user, go to the Users tab and click Add new user.png button. You need to provide an email address and assign one of the created roles for the new user.

User_add_1.png

After adding another user, you will see them on the list with the assigned role. You can edit the role later by clicking the edit edit.png icon or delete the user by clicking the bin trash.png icon.

Back to top