Articles on: Settings

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


πŸ“Œ 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


πŸ“Œ 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


πŸ“Œ 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

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