Access management

Learn to control the specific access rights of the different project members.

Written By Antonia Langner

Last updated 8 months ago

The Access Management section controls who can view, edit, and manage project parts. It includes Members, Roles, and Domains.

The Roles section defines permissions for project roles, specifying actions like viewing, creating, editing, or deleting content. For instance, an Admin role may have full access to all kind of content, such as Access Management, Catalog, Specifications, Properties, and Information Levels while an Viewer role only has reading rights.
The Domains section defines project areas like Architecture or MEP. You can set if and how members from each domain can access the other domains (e.g., View, Create, Edit, Delete). This ensures members edit content only in their assigned domains unless granted additional access.
In Members, define team members and assign roles (e.g., Coordinator, Admin) and domains (e.g., Architecture, MEP). This ensures members access and edit only for them relevant areas. For instance, a model author might have only reading rights and access to the content for Architecture, while an Admin could access multiple domains like Architecture and MEP having create, edit & delete rights for everything.

To perform any action, a member needs a matching role and access to the relevant domain. This ensures permissions align with responsibilities, enhancing security and collaboration.

Roles

You can define your own roles and set the access rights for the different information elements in the project.

Roles & rights

Get an overview of which access rights are necessary to perform tasks in the project below:

	Create	Edit	Delete
Project	no function	edit name, description, icon and type (project, standard) of the project	delete the project
Access Management	create and duplicate roles and domains invite users	edit name, description and access rights of roles and domains,	delete roles and domains remove users from project
Catalog	create new catalogs in the project	edit name and description of the catalog	delete catalogs
Specifications	create and duplicate specifications	edit name, description, parent and domain of specification edit classification change information levels in specification add properties (only with create property right)	delete specifications
Properties	create and import properties add properties to specifications (only with edit specification rights)	edit property (name, property set, domain, mappings etc.)	delete properties
Information Levels	create information level groups create information levels	edit information level groups (name, description) edit information levels (code, name, description) edit information level matrix switch primary and secondary information levels	delete information level groups and information levels

The view rights are always on.

Create roles

Go to the Roles pages and click on + Add Roles in the top right corner. Enter the name of the role (e.g., “Viewer”, “Model Author”, “BIM-Coordinator”, “BIM-Manager”) and optionally a description. Hit enter.

💡By activating the checkbox Create additional roles? you can create multiple roles

in a row without opening the create modal for every role again.

Edit & delete roles

To edit the role information or to delete the role open the menu on the top right corner of the role card.

Domains

Create domains

Go to the Domains page in the Access Management section and click on + Add Domain in the top right corner. Enter the name of the domain (e.g., “Architecture”, “MEP”) and optionally a description. Hit enter.

💡 By activating the checkbox Create additional domains? you can create multiple domains in a row without opening the create modal for every domain again.

❗After creating a domain you have to assign it to yourself to assign it to properties and specifications in the catalog.

Edit & delete domains

To edit the domain information or to delete the domain open the menu on the top right corner of the domain card.