Description of project roles for users

Overview: project roles

Project roles in Project Management define what each user can see and do inside a specific project, including tasks, settings, the asset module, and file access, which is used when assigning the right access level for each team member.

Project roles are separate from company roles. For company-level permissions, see Types of users - company and project users. Applies to all project types, including asset-based projects.

Your role must be Administrator or Manager to assign and change project roles.
You can find the menu at Project settings - Users.
This changes task access, settings access, asset module permissions, and file module permissions.

Project roles and company roles are not the same. Project roles control what you can do inside a specific project. Company roles control what you can do across the entire platform.

Roles can be combined with user groups to further restrict which tasks a user can see.

How to assign a project role

Open the project.
Go to Project settings - Users.
Add the user, or open an existing user.
Choose one of the six project roles from the table below.
Add user groups if the user should only see a subset of tasks or folders.

The six project roles

Role	Description
Administrator	Highest authority on a project. Can delete the project. Assign to as few people as possible.
Manager	Daily project leader. Can administer the project, manage users, configure the asset module, and handle project settings.
Consultant	Assists the Manager with daily task control and completion, for example a construction consultant overseeing task status across trades.
Designer	For engineers, architects, and similar roles. Can answer tasks and create inspections.
Contractor	For executing parties. Can answer tasks and create quality assurance documentation.
Viewer	Read-only access. Can see project activity but cannot take actions.

Access levels: general project actions

Action	Administrator	Manager	Consultant	Designer	Contractor	Viewer
Navigate the project	X	X	X	X	X	X
Add new tasks	X	X	X	X	X
Reply on tasks	X	X	X	X	X
Close other people's tasks	X	X	X
Give access to folders in files module	X	X
Add new users	X	X
Access project settings	X	X
Add new floorplans and arrangements	X	X
Delete the project	X

Access levels: asset module actions

Action	Administrator	Manager	Consultant	Designer	Contractor	Viewer
View assets	X	X	X	X	X	X
Create / edit asset types	X	X
Create / edit checklist types	X	X
Attach checklist types to asset types	X	X
Add assets manually or via import	X	X
Update asset information (attributes)	X	X
Update asset ID	X	X
Add tasks on an asset	X	X	X	X	X
Reply on tasks on an asset	X	X	X	X	X
Close other people's tasks on an asset	X	X	X
Upload / manage files on an asset	X	X
Save and enforce project-level views	X	X
Save personal views	X	X	X	X	X	X

The tables above reflect baseline access by project role. Access can be extended if a user is responsible for specific assets personally, via their company, or via a user group. In those cases the user typically gains additional editing rights on those assets and checklists (for example answering, editing, or closing tasks) even if their general project role would not grant that access.

Results: project roles

Each user has one of the six project roles
General and asset-module actions follow the access tables above
User groups can further restrict which tasks a user sees

Troubleshooting: project roles

Problem	Cause	Solution
User cannot add tasks	Role is Viewer, or user is in a restricted user group	Check the user's project role and user group membership in Project settings - Users
User cannot access project settings	Role is Consultant or lower	Ask an Administrator or Manager to change the role
User cannot see certain tasks	User group restricts visibility	Ask an Administrator or Manager to review user group permissions
Asset module actions are greyed out	Role does not allow asset configuration	Confirm with the project Manager whether the user needs Manager or Administrator for that action

Updated on: 07/26/2026

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