Understanding Access Levels in CxPlanner

To ensure your team has the right access to tools and information, CxPlanner uses a three-level access structure. This guide will help you understand how roles and permissions are organized across the Platform, Projects, and User-groups.

1. Platform/License Level – Company Role

This level controls access across the entire CxPlanner platform. It is not tied to specific projects.

Roles:

Administrator

Can grant platform access

Manage users

Modify company settings

Moderator

Can create new projects

User

Can be added to projects but has no platform-level permissions

📌 Note: The company role affects your license access only and can generally be ignored unless assigning internal PMs as Moderators.

2. Project Level – Project Role

These roles are project-specific and operate independently from company-level roles. You can be a regular user at the company level and still be a Project Administrator.

Internal Project Roles:
Administrator
Manager

External Project Roles:
Consultant
Designer
Contractor
Viewer

📌 Tip: A user’s company role does not impact their ability to manage or participate in projects.

3. User-Groups – Segmenting Project Roles

User-groups allow you to fine-tune what users can see and access within a project.

Use Cases:

Limit the view

Restrict visibility to only assigned tasks

Ideal for subcontractors or vendors

Access to files

Provide group access to specific folders in the file module

📌 Best Practice: Use User-groups to control information flow and enhance collaboration efficiency.

Summary

Level	Purpose	Examples
Company Role	Platform/license access	Admin, Moderator, User
Project Role	Per-project access and permissions	Project Admin, Contractor, Viewer
User-Groups	Segment visibility and file access in projects	Subcontractor file access

Updated on: 04/02/2025