Changing Team Member’s Role

This article describes how to change role of a member or a group in a Cintoo project.

Permissions: only users with roles including Manage project members permission can change roles in a Cintoo project, including their own.

  1. Open a project and go to Members tab.

     

  2. Click member's name in Member column, or ⋮ at the end of its row, to open member details panel.

     

  3. In Access tab, select a new role from Role drop-down menu. Click (i) icon next to it to see all permissions of selected role.

     

  4. Click Save.
Warning: it's not possible to assign a role with more permissions than your own. After lowering your own role, it can't be raised back by yourself. This limit applies to users with Account Owner and Administrator roles too - only Project Owner can give any role.
Warning: BIM / VDC Manager role includes permissions to delete or restore projects, manage project members and upload or delete reality data. Give it only to users who manage project and its data, and choose a role with fewer permissions for users who only need to view, measure or annotate. Compare permissions of all roles in Permissions tab of Users & Permissions.
Note: if a member has a role above yours, or access to work zones you don't manage, their panel is view only.

Roles Inherited via Groups

Member can also have access to project through one or more groups, each with its own role. Such member shows a group icon with "+N" next to role in Members list, and roles inherited via groups are listed under Role drop-down menu in Member details.

 

Member's permissions in project are all permissions of these roles combined - no role takes precedence, and role with fewer permissions doesn't restrict them. Changing role in Member details applies to member's own role only - roles inherited via groups stay.

To leave member with one role only:

  • change role of group - new role applies to all members of group, as described below
  • remove member from group in Groups tab of Users & Permissions - member loses access given by this group in every project group belongs to, and keeps own role
  • remove member from project - member loses own role only, and keeps access through group, with group's role

To change role of a group, switch list to Groups, click group name and change Role in group details panel, then click Save. New role applies to all members of the group - role can't be set per member inside a group, so put members who need different roles in separate groups.

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