FAQ: Platform access, Company roles and Project roles
When you have to edit anything regarding platform access, company roles, project roles etc, you have to access the users tab.
To access the users tab you start by clicking your avatar in the top right corner and then you scroll down to "users"
In here you have a lot of different options - you can do the following:
Add new users
Edit users access
Edit roles
Re-send activation e-mails
Give access to projects
Remove users
Edit user information
Change e-mail notifications
If you want to look at the info, `edit`or delete a user, you have to click on either the blue, yellow or red button on the right side.
There are two different kind of access in CxPlanner:
The Platform (company) access = Company role
The access to project = Project role
The company role is your internal role given by your own administrator. These roles are used to manage you company platform and license.
It is this role which defines, what you can do on the "platform-level". By that means:
Adding new projects
Seeing special statistics
Managing security
etc.
The company roles are based into 3 categories:
The project role has nothing to do with the company role. They are completely separated.
A project role is giving you on a specific project. This role defines what you can do on this specific project, that could be:
Changing project settings
Adding new users to the project
Closing tasks and issues
etc.
A user with low company role can be given Admin rights on a project. Then, even though the user has a low company role, the user can manage everything on the project.
To further limit or specify what a user on a project can see please read the article on "[User-groups on a project](https://help.cxplanner.com/en-us/article/rookqd/)"
To access the users tab you start by clicking your avatar in the top right corner and then you scroll down to "users"
In here you have a lot of different options - you can do the following:
Add new users
Edit users access
Edit roles
Re-send activation e-mails
Give access to projects
Remove users
Edit user information
Change e-mail notifications
If you want to look at the info, `edit`or delete a user, you have to click on either the blue, yellow or red button on the right side.
The different access rights
There are two different kind of access in CxPlanner:
The Platform (company) access = Company role
The access to project = Project role
Company roles
The company role is your internal role given by your own administrator. These roles are used to manage you company platform and license.
It is this role which defines, what you can do on the "platform-level". By that means:
Adding new projects
Seeing special statistics
Managing security
etc.
The different company roles
The company roles are based into 3 categories:
| Role: | Description: |
|---|---|
| User | Is a normal user. This user needs to be assigned to projects. The user cannot create projects or add users to the platform. These users would normally be project users and external people. |
| Moderator | This user can add new users to the platform and create new projects. This would normally a project manager or commissioning authority who needs to be able to create and manage their own projects. |
| Admin | This is the company administrator with full power and access. This user can add users and projects and see and change the company platforms settings. |
Project roles
The project role has nothing to do with the company role. They are completely separated.
A project role is giving you on a specific project. This role defines what you can do on this specific project, that could be:
Changing project settings
Adding new users to the project
Closing tasks and issues
etc.
A user with low company role can be given Admin rights on a project. Then, even though the user has a low company role, the user can manage everything on the project.
The different project roles
| Role: | Description: |
|---|---|
| Admin | Can do anything on the project (change settings, delete project, etc.) |
| Manager | Can add new users to project, create tasks and close tasks. |
| Consultant | Can create new tasks and and close tasks. |
| Designer | Can create new tasks, re-assign tasks, but only close tasks created by the user. |
| Contractor | Can create new tasks, re-assign tasks, but only close tasks created by the user. |
| Viewer | Can only view tasks. |
Limit project access
To further limit or specify what a user on a project can see please read the article on "[User-groups on a project](https://help.cxplanner.com/en-us/article/rookqd/)"
Updated on: 01/08/2025
Thank you!