Roles

All about roles for your Business workspace

Overview

Team permissions are available within the Business workspace and ensure that workspace members have access rights that align with their designated roles. We have established several levels of access to guarantee teams confidence in the security and privacy of their projects and information.

It is important to note that roles are assigned within single workspaces. In cases where multiple Business workspaces exist, they operate independently regarding settings. Consequently, a member can be assigned different roles in each separate workspace.

Owner

As the primary account holder, the Owner is responsible for managing the contract, creating the workspace, and overseeing billing. This role possesses managerial privileges, overseeing all features and functionalities within the workspace.

✅ full control over the workspace


Manager

Managers hold a high-ranking role within a workspace, similar to the Owner, with the exception of not having access to billing information and not being able to delete a workspace. They oversee member access and permissions, and manage project editing and sharing. Managers can add, remove, and approve member requests, move projects between workspaces, and make projects public. They have full editing capabilities in the Studio, ensuring secure workspace management.

✅ possesses nearly the same rights as the Owner

❌ does not have access to billing information and cannot delete the workspace


Editor

Editors primarily work with 3D data, import CAD files, and create interactions and animations. While they can create folders and move projects within their workspace, they cannot delete projects or move them outside the workspace. Editors can be internal team members or external professionals managed by workspace managers.

✅ ability to edit all projects within the workspace

❌ lacks permission to:

  • manage workspace members

  • delete workspaces, folders, projects, or comments

  • export projects or change project sharing settings


Collaborator

Collaborators have restricted access, with the ability to view or comment on projects, but not to edit them, which ensures project integrity. They can see all shared projects within the workspace but must be approved by a manager to join, ensuring a secure method for sharing sensitive data. This role offers more expansive viewing capabilities compared to the Viewer role.

✅ able to view all projects in the workspace and can perform all operations related to comments, except for deletion

❌ inherits the same restrictions as the Editor, with the additional inability to edit projects


Viewer

Viewers have restricted access, limited to only seeing projects for which they have direct links. While they are technically part of the workspace, they cannot see the overall content or project lists. This role is particularly useful for sharing projects privately without allowing these users to comment or see existing comments.

✅ access only to view projects for which they possess a direct link

❌ inherits the same restrictions as a Collaborator, with the additional limitation of not being able to see projects within the workspace


Permissions overview

Actions
Owner
Manager
Editor
Collaborator
Viewer

Access to billing information

Managing workspace members

Deleting workspaces, folders, projects, comments

Exporting projects and changing project sharing settings

Project editing

Access to view all projects and comments in workspace

Read and add comments

Viewing projects via direct links

Last updated