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 β 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
π Note: The company role affects your license access only and can generally be ignored unless assigning internal PMs as Moderators.
2. Project Level β 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
π Tip: A userβs company role does not impact their ability to manage or participate in projects.
3. User-Groups β 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
π 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
Thank you!