User Roles

Company Roles Project Roles Task Roles Meeting Roles Back to Help

Company Roles

- assigned at application level (member role)

Go to : Companies & Users > My Company Members

Owner
- has full read/write access to all application parts
- controls company account details and company member roles

Administrator
- has full read/write access except to account settings 
- can invite/remove company users and partner members
- can create new projects but cannot see projects not invited to join

User
- has limited read/write access 
- cannot invite other users, open projects or see projects not invited to join
- can become project administrator but cannot create own projects

Project Roles

- assigned at project level (team role) 

Go to: Project Settings > Teams 
 
Editor
- has full read/write access to plans and tasks on the project stage invited to
- cannot edit project properties or invite/remove users unless is also project administrator

Reviewer
- has limited read/write access to plans and tasks on the project stage invited to
- can view and write comments
- cannot edit project properties, plans, or tasks nor invite/remove users

Viewer
- has limited read access 
- cannot edit any content
- can only view the project invited to

Go to: Project Settings > Project Properties

Administrator
- has full read/write access to project plans and tasks
- can invite existing users from their company to the project 

Go to: Project Settings > Disciplines 

Approver
- needs to be added on a project by project admin

Task Roles

- assigned at task level

Owner
- responsible for creation and administration of tasks
- can change all task properties, checklist, files, and comment

Assignee
- responsible for performing tasks
- can view task, check items in the checklist, and comment

Follower
- can view tasks and comment

Meeting Roles


Participants

- attending the meeting

Followers

- not attending but need to be informed

Administrators

- can edit the meeting

Unregistered participants

- attending but not VOLUM3 users

Unregistered followers

- not attending but need to be informed, not VOLUM3 users