Project membership and area permissions
Determine who can access a project and which modules or areas they can edit.
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Organisation and project rolesChoose project accessAdd a member and define write scopeChange membershipOrganisation and project roles
Project membership adds project-specific access and work scope alongside the organisation role. Project roles are Project manager, Editor and Viewer. A user who is a viewer in the organisation cannot gain editing permission through project membership.
Module and area selections restrict writing only; they do not narrow readable data. An area permission is not a sharing setting that hides records outside the area.
Choose project access
- Open Members in Project. The window is titled Project members.
- As an authorised organisation administrator, choose Organisation users or Project members only under Project access.
- Select Save access.
Organisation administrators can access all projects in their organisation. Save the access selection before editing members.
Add a member and define write scope
- Select Add member.
- Choose User and Project role.
- For Writable modules, use the whole scope or choose Selected items only and select modules.
- For Writable areas, choose Selected items only and select the relevant areas. The area features must already exist on the map to appear in this list.
- Select Save and check Write scope in the member list.
Area and module selections do not expand the chosen project role's permissions. Actions affecting the whole project, such as creating a design or opening an as-built workspace, may require project-wide write permission.
Change membership
Use Edit on a member row to update the role or scope. Remove removes project membership. The user's organisation access is also assessed according to Project access.
If a form closes or displays a scope warning during a permission change, reopen the project and check current permissions. See Roles and permissions for organisation-level actions.