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Project access rights Follow

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Julia Hayes
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Each project role is a combination of access rights. For the lists of available access rights, see the following sections:

Some actions are available to all Revizto users, so there are no access rights associated with them. For details, see the following section:

Project administration

The following access rights are related to project administration.

Access right Description Dependencies
Administrative rights

Users with this right are granted all other project access rights.

They can also perform administrative operations in the project. For details, see "Administrative rights" access rights.

Grants all other project access rights.

License administrators and the project owner always have this right.
Revert project to older versions Revert a project to an older version. N/A

Issue tracker

The following access rights are related to the issue tracker.

Access right Description Dependencies
View public issues

View public issues created by other users.

 N/A
Create issues Create issues in the issue tracker. Granted by the "Sync Navisworks clashes" right.
Comment issues

Perform the following actions on any visible issue:

  • Comment.
  • Add attachments.
 N/A
Edit issue status (except closing)

Edit the status of any visible issue, except for closing issues.

 Granted by the "Close issues" right.
Close issues

Close any visible issue.

 Grants the "Edit issue status (except closing)" right.
Edit issue title

Edit the title of any visible issue.

 N/A
Edit issue priority

Edit the priority of any visible issue.

If the user has enough rights in Procore, they can edit the priority of any visible Procore RFI issue.

 N/A
Edit issue deadline

Edit the deadline of any visible issue.

If the user has enough rights in Procore, they can edit the deadline of any visible Procore RFI issue.

 N/A
Edit issue assignee

Reassign any visible issue.

If the user has enough rights in Procore, they can reassign any visible Procore RFI issue.

 N/A
Edit issue reporter

Edit the reporter of any visible issue.

If the user has enough rights in Procore, they can edit the reporter of any visible Procore RFI issue.

 N/A
Edit issue watchers

Edit the watchers of any visible issue.

If the user has enough rights in Procore, they can edit the watchers of any visible Procore RFI issue.

 N/A
Edit issue visibility

Edit issue visibility (public or private).

If the user has enough rights in Procore, they can edit the visibility of any visible Procore RFI issue.

 N/A
Tag issues

Add or remove existing tags to or from any visible issue.

If the user has enough rights in Procore, they can add or remove tags to or from any visible Procore RFI issue.

 Granted by the "Create tags" right.
Create tags

Create issue tags.

Grants the "Tag issues" right.

Granted by the "Rename and delete tags" right.
Rename and delete tags

Rename and delete issue tags.

Grants the "Create tags" right.
Edit issue markup

Perform the following actions on any visible issue:

  • Edit markup.
  • Edit stamp color.
  • Update 3D (in issues that are linked to the 3D model).
  • Edit sections (in issues that are linked to the 3D model).
  • Edit pin positions on sheets (in issues that are linked to sheets).
  • Edit sheet comparison settings (in issues that include sheet comparisons).
  • Align 3D models with sheets (in issues that include sheet overlays).

N/A
Delete issues

Delete any visible issue.

N/A
Manage stamp templates

Create, edit, and delete stamp templates.

This does not grant the right to edit stamp instances (which are treated as issues).

N/A
Manage shared issue filter presets

Share issue filter presets with the project team; edit and delete all shared filter presets.

N/A
Sync Navisworks clashes

Sync Navisworks clashes with the issue tracker.

This includes creating issues, editing issue statuses, and editing issue markups with the "Sync Clashes" tool in the Navisworks plug-in.

This does not grant the right to edit issue statuses and markups manually.

Grants the "Create issues" right.

3D

The following access rights are related to the 3D model.

Access right Description Dependencies
Edit 3D

Overwrite existing scenes, transform scenes, rename and delete scenes and models.

 Grants the "Append 3D" right.
Append 3D

Import scenes to the project.

Allows the user to overwrite, rename, and delete the scenes imported by themselves (but not the scenes imported by others).

 Granted by the "Edit 3D" right.
Add and edit viewpoints

Add and edit viewpoints, except for the home viewpoint.

 N/A
Add and edit videotracks

Add and edit videotracks.

 N/A
Manage shared search sets Share search sets with the project team, manage shared search set folders, and edit their contents. N/A
Manage shared favorite properties Share favorite properties presets with the project team, and manage shared favorite property presets. N/A
Manage custom object properties Create and edit custom properties. Grants the "Assign custom object properties" right.
Assign custom object properties
 Assign existing custom properties to objects, and edit custom property values.
 Granted by the "Manage custom object properties" right.
Manage shared appearance templates Share appearance templates with the project team, and manage shared appearance templates. N/A

2D

The following access rights are related to sheets.

Access right Description Dependencies
Edit 2D

Perform the following actions:

  • Overwrite, rename, and delete existing sheets.
  • Rename and delete sheet folders.
  • Move sheets and sheet folders to any folders.
  • Add tags to sheets and remove tags from sheets.
  • Detach any sheets from CDE.
 Grants the "Append 2D" right.
Append 2D

Perform the following actions:

  • Import sheets to the project.
  • Create sheet folders and sheet tags.
  • Overwrite, rename, and delete the sheets that they imported.
  • Rename and delete the sheet folders that they created.
  • Move the sheets that they imported and the folders that they created to any folders.
  • Detach sheets that they imported from CDE.
  • Add or remove tags to or from the sheets that they imported.
 Granted by the "Edit 2D" right.

Export from Revizto

The following access rights are related to exporting data from Revizto.

Access right Description Dependencies
Export sheets to PDF Export sheets to PDF files. N/A
Export project to EXE/Save local project copies Export Revizto projects to EXE files, and save local project copies. N/A
Export project to IFC Export Revizto projects to IFC files. N/A

Clash automation

The following access rights are related to clash automation in Revizto. These rights are only available to members of Revizto+ licenses.

These rights are project-wide. User rights in each clash test are determined by their clash test role in that test.

Access right Description Dependencies
Clash administrator

Grants the Clash administrator role in all clash tests.

Grants the right to edit clash roles of project members that do not have the "Clash administrator" project access right.

 Grants the "Create clash tests" and "View public clash tests" right.
Create clash tests

Create clash tests.

When a user creates a clash test, they get the Test administrator role in the test.

 Granted by the "Clash administrator" right.
View public clash tests

View public clash tests.

This right does not affect the visibility of clash issues in the issue tracker.

 Granted by the "Clash administrator" right.

Actions available to all users

Any Revizto user can perform the following actions:

  • View the 3D model and sheets.

  • Perform the following actions on the issues that they created:

    • View issues.

    • Comment on issues.

    • Edit issue status.

    • Edit issue title.

    • Edit issue priority.

    • Edit issue deadline.

    • Edit issue reporter.

    • Edit issue watchers.

    • Edit issue visibility.

    • Edit issue tags.

    • Edit issue markups.

    • Edit issue abbreviations.

    • Edit stamp colors.

    • Close issues.

    • Assign issues.

    • Delete issues.

  • Perform the following actions on the issues assigned to them:

    • View issues.

    • Comment on issues.

    • Edit issue status.

    • Edit issue tags.

    • Edit issue markups.

    • Edit issue watchers.

    • Edit issue abbreviations.

    • Edit stamp colors.

    • Assign issues.

  • Perform the following actions on the scenes that they created:

    • Overwrite scenes.

    • Delete scenes.

  • Perform the following actions on the sheets that they created:

    • Overwrite sheets.

    • Delete sheets.

  • Create reports and project dashboards.

  • Perform the following actions on the reports and project dashboards that they own:

    • View reports and dashboards.

    • Add dashboards to favorites.

    • Remove dashboards from favorites.

    • Import and export dashboards.

    • Edit dashboards.

    • Delete dashboards.

  • Perform the following actions on the reports and project dashboards that are shared with them:

    • View reports and dashboards.

    • Add dashboards to favorites.

    • Remove dashboards from favorites.

    • Import and export dashboards.

Any Revizto user that can sign in to a project in an authoring tool can perform the following actions:

  • Link a project in the authoring tool to a Revizto project.

  • Switch back from Revizto to an authoring tool.

Any Revizto user that has enough rights in Procore can perform the following actions on Procore RFI issues:

  • Elevate issues to RFI.

  • Edit Procore RFI issue status.

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