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, editor 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.
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"
Updated on: 04/07/2025
Thank you!