Issue Permissions
Issue permissions affect how certain members can interact with issues on a project.
Project administrators can manage issue permission levels at the user, role, and company level.
Issues Permission Levels
Use the drop-down to select the desired permission set for the selected members, roles, or companies.
Here is a quick summary of how the four permission levels can be used:
- View All: Members can view all issues. They can edit and close issues they own or created.
- Create: Members can create issues. They can only view issues created by themselves, their company or those assigned to their company/role. They can edit issues they own or created. They can only close or void issues as issue owners or creators.
- View and Create: Members can view all issues and create issues in a project. They can only edit issues they own or created, or the issues that are assigned to their company/role. They can close or void issues that they own or created, but cannot close or void issues that they did not create.
- Full Control: Members can view, create, and edit all issues in a project.
The following is a detailed outline of each permission level and what specific actions can or can't be performed:
| Permission | View All | Create | View and Create | Full Control | View issues | Yes | Members can only view issues that they created, issues created by their company, or issues assigned to their company or role. | Yes | Yes |
| Create issues | No | Yes | Yes | Yes |
| Edit isues | As an issue owner or creator, members can edit any of the issue's fields such as title, description, due date, location, or root cause, as well as add responses, comments and attachments. | As an issue owner or creator, members can edit any of the issue's fields such as title, description, due date, location, or root cause, as well as add responses, comments and attachments. | As an issue owner or creator, members can edit any of the issue's fields such as title, description, due date, location, or root cause, as well as add responses, comments and attachments. | Yes |
| As an assignee, members can only add a response or comment, upload attachments and photos, as well as delete their own attachments. | As an assignee, members can only add a response or comment, upload attachments and photos, as well as delete their own attachments. | As an assignee, members can only add a response or comment, upload attachments and photos, as well as delete their own attachments. | ||
| Reassign isues | As an assignee, members can only assign the issue back to the owner, creator, or someone from their own company. | As an assignee, members can only assign the issue back to the owner, creator, or someone from their own company. | As an assignee, members can only assign the issue back to the owner, creator, or someone from their own company. | Yes |
| Change issue status | Members can change issue status except Closed or Draft to Open. | Members can change issue status except Closed or Draft to Open. | Members can change issue status except Closed or Draft to Open. | Yes |
| Close or void issues | Members can close or void issues they created and own, and the issues they own even if they didn't create them. | Members can close or void issues they created and own, and the issues they own even if they didn't create them. | Members can close or void issues they created and own, and the issues they own even if they didn't create them. | Yes |
Members who have Full Control (including project administrators) are the only users that can close or void all issues.
Default Permissions by Role
If a member has a role assigned to them and has individual permissions assigned for issues, the higher permission is the active permission set. The following roles default to Create permissions:
- Architect
- BIM Manager
- Civil Engineer
- Construction Manager
- Designer
- Electrical Engineer
- Engineer
- Fire Safety Engineer
- Foreman
- HVAC Engineer
- Inspector
- Interior Designer
- Mechanical Engineer
- Owner
- Plumbing Engineer
- Structural Engineer
- Subcontractor
- VDC Manager
The following roles default to Full Control:
- Contractor
- Document Manager
- Project Engineer
- Project Manager
- Quality Manager
- Quantity Surveyor
- Safety Manager
- Superintendent
Modify Permissions
Click the Project Admin module.
Click the Services tab.
Select Issues in the panel on the left.
Use the search box to select the users, roles, or companies you want to modify permissions for.
Tip: You can select multiple users, roles, and companies, and then specify the same permission level for them all in bulk.Use the drop-down menu to modify the permission level for the selected users, roles, and companies.
Click Add.