Permissions are vital to ensuring your team members can access and edit the correct information. Permissions, like collaborations, are handled on a per-project basis. When you create a project, you become the Admin of that project. But you may have an Editor or Viewer permission on a project you were invited to join.
It is important to note that permissions currently only apply to Schedules. Comparisons, conversations, and the ability to search and save products to a project are not affected by permissions. Everyone invited to any project has full access to comparisons, conversations, and search history.
📚 Read more about inviting collaborators to projects here.
Permissions
| Admin | Creator | Editor | Viewer |
Add Collaborator and Assign roles | Yes | No | No | No |
Add/Remove Product | Yes | Yes | Yes | No |
Post Comments | Yes | Yes | Yes | Yes |
Schedule |
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Add/Remove/Edit Fields | Yes | Yes | No | No |
Edit Data in Fields | Yes | Yes | Yes | No |
Copy Product to other Project | Yes | Yes | Yes | Yes |
Delete Schedule | Yes | Yes | No | No |
Add Placeholder Product | Yes | Yes | Yes | No |
Add Product to SpecPlanner | Yes | Yes | No | No |
SpecPlanner |
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Manage Section | Yes | Yes | No | No |
Change Masterformat Section of Product | Yes | Yes | No | No |