Project access rights Follow
Each project role is a combination of access rights. For the lists of available access rights, see the following sections:
- Project administration
- Issue tracker
- Export from Revizto
- Revizto 5
- Model content
- Clash automation (Revizto+ licenses only)
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 version | 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 issue | Create issues in the issue tracker. | Granted by the "Sync clashes" right. |
Comment issue |
Perform the following actions on any visible issue:
|
N/A |
Edit issue status (except closed) |
Edit the status of any visible issue, except for closing issues. |
Granted by the "Close issues" right. |
Close issue |
Close any visible issue. |
Grants the "Edit issue status (except closed)" 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 |
Reassign issue |
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 (public on/off) |
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 issue |
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 new tags" right. |
Create new tags |
Create issue tags. |
Grants the "Tag issue" right. Granted by the "Rename and remove tags" right. |
Rename and remove tags |
Rename and delete issue tags. |
Grants the "Create new tags" right. |
Edit issue markup |
Perform the following actions on any visible issue:
|
N/A |
Delete issue |
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 clashes |
Synchronize 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 issue" 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 project as | 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 |
Revizto 5
The following access rights are applicable to Revizto 5 only, as this functionality is unavailable in Revizto 4.
Access right | Description | Dependencies |
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 |
Model content
The following access rights are related to sheets and models.
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. |
Edit 2D |
Perform the following actions: |
Grants the "Append 2D" right. |
Append 2D |
Allows the user to perform the following actions:
|
Granted by the "Edit 2D" right. |
Add/Edit viewpoints |
Add and edit viewpoints, except for the home viewpoint. |
N/A |
Add/Edit videotracks |
Add and edit videotracks. |
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 all 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 all 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:
-
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 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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