Permissions: Field Management

Project administrators can modify the permissions for specific members, roles, or companies for field management. To modify permissions:

1. Go to the Project Admin module.
2. Click the Services tab.
3. Select Field Management in the panel on the left.
4. Select the Checklists or Daily Logs tab to modify permissions.

The permissions can be set individually for templates, checklists, and daily logs.

Checklist Template Permissions Overview

In Checklists, BIM 360 users can have permissions granted to them as individual project members, as roles, and as companies. These permissions are additive, meaning that a user's functional permission level is the highest permission granted to them by their role, their company, or them individually as a project member.

Permissions for checklists can be granted to project members for the entire checklist or for individual sections. Permissions granted to a project member for a checklist will apply to all sections on the template. However, if a user is granted permissions for a specific section, those permissions do not apply to the entire checklist.

When a project member is granted permissions on a checklist created from a template, they also receive permission to the view the template.

Only checklist assignees are granted access to the final sign-offs section of a template. Final sign-offs can't be assigned as an individual section.

Template Permissions

Template permissions are controlled on the checklists tab. Use the drop-down to select the desired permission set for each member, role, or company.

Available permissions for viewing templates:

• Basic: Members can't view templates with no default assignees. Members can view templates if a section or the entire checklist has been assigned to them, their role, or their company.
• View All: Members can view all templates.
• Create: Members can't view templates with no default assignees. Members can view templates if a section or the entire checklist has been assigned to them, their role, or their company.
• View and Create: Members can view all templates.
• Full Control: Members can view all templates.

Available permissions for creating and editing templates:

• Basic: Members can't start or edit templates.
• View All: Members can't start or edit templates.
• Create: Members can create templates.
• View and Create: Members can create templates or edit any template.
• Full Control: Members can create templates or edit any template.

Checklist Permissions

Checklist permissions are controlled on the checklists tab. Use the drop-down menu to select the desired permission set for each member, role, or company.

Available permissions for starting checklists from templates:

• Basic: Members can't start checklists.
• View All: Members can't start checklists.
• Create: Members can start a checklist from any template that they can view.
• View and Create: Members can start a checklist from any template on the project.
• Full Control: Members can start a checklist from any template on the project.

Available permissions for viewing checklists that have already been created:

• Basic: Members can view checklists that are assigned to them, their company, or their role. Members can view checklists with sections assigned to them, their company, or their role. Members can also view checklists created by other members of their company.
• View All: Members can view all checklists on the project.
• Create: Members can view checklists that they have created or that are assigned to them, their company, or their role. Members can view checklists with sections assigned to them, their company, or their role. Members can also view checklists created by other members of their company.
• View and Create: Members can view all checklists on the project.
• Full Control: Members can view all checklists on the project.

Available permissions for editing checklists that have already been created:

• Basic: Members can edit any section of a checklist assigned to them, their role, or their company. They can also edit checklist sections assigned to them, their role, or their company. They can't edit checklist or sections created by other members of their company, unless they are assigned to the checklist or the section.
• View All: Members can edit any section of a checklist assigned to them, their role, or their company. They can also edit checklist sections assigned to them, their role, or their company. They can't edit checklist or sections created by other members of their company, unless they are assigned to the checklist or the section.
• Create: Members can edit any section of a checklist that they created or that was assigned to them, their role, or their company. They can also edit checklist sections assigned to them, their role, or their company. They can't edit checklist or sections created by other members of their company, unless they are assigned to the checklist or the section.
• View and Create: Members can edit any section of a checklist that they created or that was assigned to them, their role, or their company. They can also edit checklist sections assigned to them, their role, or their company. They can't edit checklist or sections created by other members of their company, unless they are assigned to the checklist or the section.
• Full Control: Members can edit any section of any checklist.

Daily Logs

Daily log permissions are controlled on the daily logs tab. Use the drop-down menu to select the desired permission set for each member, role, or company.

Available permissions:

• Viewer: Can view all daily logs in the project.
• Manager: Can view, edit, and publish daily logs in the project.

Remove the permissions of a member, role, or company to take away viewing capabilities.

Issues

The permissions for issues apply to other modules as well. Learn more about issue permissions.