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
- 3D
- 2D
- Export from Revizto
- Clash automation (Revizto+ licenses only)
Some actions are available to all Revizto users, so there are no access rights associated with them. For more information, see the following section:
Project administration
The following access rights are related to project administration.
Access right | Description | Dependencies |
Administrative rights |
Grants administrative rights in the project. 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 |
Grants the right to 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 |
Grants the right to view public issues created by other users. Without this right, a user can view only the issues that they created, the issues assigned to them, and the issues watched by them. |
N/A |
Create issues |
Grants the right to create issues. |
Granted by the "Sync Navisworks clashes" right. |
Comment issues |
Grants the right to add comments and attachments to any issue visible to this user. Without this right, a user can add comments and attachments only to the issues that they created and the issues assigned to them. |
N/A |
Edit issue status (except closing) |
Grants the right to edit the status of any issue visible to the user. This does not grant the right to close issues. Without this right, a user can edit the status of the issues that they created and the issues assigned to them. |
Granted by the "Close issues" right. |
Close issues |
Grants the right to close any issue visible to this user. Without this right, a user can close only the issues that they created. |
Grants the "Edit issue status (except closing)" right. |
Edit issue title |
Grants the right to edit the title of any issue visible to the user. Without this right, a user can only edit the titles of the issues that they created. |
N/A |
Edit issue priority |
Grants the right to edit the priority of any issue visible to the user. Without this right, a user can only edit the priorities of the issues that they created. |
N/A |
Edit issue deadline |
Grants the right to edit the deadline of any issue visible to the user. Without this right, a user can only edit the deadlines of the issues that they created. |
N/A |
Edit issue assignee |
Grants the right to edit the assignee of any issue visible to the user. Without this right, a user can only edit the assignees of the issues that they created and reassign the issues assigned to them. |
N/A |
Edit issue reporter |
Grants the right to edit the reporter of any issue visible to the user. Without this right, a user can only edit the reporters of the issues that they created. |
N/A |
Edit issue watchers |
Grants the right to edit the watchers of any issue visible to the user. Without this right, a user can edit only the watchers of the issues that they created and the issues assigned to them, and add themselves as a watcher to any issue visible to them. |
N/A |
Edit issue privacy |
Grants the right to edit the privacy (public or private) of any issue visible to the user. Without this right, a user can only edit the privacy of the issues that they created. |
N/A |
Tag issues |
Grants the right to tag or untag issues (using the tags that exist in the project). This does not grant the right to create new tags. Without this right, a user can only tag or untag the issues that they created and the issues assigned to them. |
Granted by the "Create tags" right. |
Create tags |
Grants the right to create new issue tags. Creating an issue tag adds it to the list of tags available in the project. |
Grants the "Tag issues" right. Granted by the "Rename and delete tags" right. |
Rename and delete tags |
Grants the right to rename issue tags, and permanently delete issue tags from the project. |
Grants the "Create tags" right. |
Edit issue markup |
Grants the right to edit the markup and 3D view of any issue visible to the user. Without this right, a user can only edit the markups and 3D views of the issues that they created and the issues assigned to them. |
N/A |
Delete issues |
Grants the right to delete any issue visible to this user. Without this right, a user can delete only the issues that they created. |
N/A |
Manage stamp templates |
Grants the right to create, edit, and delete stamp templates. This does not grant the right to edit stamp issues. |
N/A |
Manage shared issue filter presets |
Grants the right to share issue filter presets with the project team, and manage shared issue filter presets. |
N/A |
Sync Navisworks clashes |
Grants the right to sync Navisworks clashes with the issue tracker. This includes creating clash issues, editing clash issue statuses, and editing clash 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 |
Grants the right to perform all operations on models. |
Grants the "Append 3D" right. |
Append 3D |
Grants the right to add models to the project, and the right to overwrite, rename, and delete the models added by this user. |
Granted by the "Edit 3D" right. |
Add and edit viewpoints |
Grants the right to add and edit viewpoints, except for the home viewpoint. |
N/A |
Add and edit videotracks |
Grants the right to add and edit videotracks. |
N/A |
Manage shared search sets |
Grants the right to share search sets with the project team, and manage shared search sets. |
N/A |
Manage shared favorite properties |
Grants the right to share favorite properties presets with the project team, and manage shared favorite properties presets. |
N/A |
Manage custom object properties |
Grants the right to create, rename and permanently delete custom object properties in the project. |
Grants the "Assign custom object properties" right. |
Assign custom object properties |
Grants the right to add existing custom properties to objects, and edit custom property values for any object. |
Granted by the "Manage custom object properties" right. |
Manage shared appearance templates |
Grants the right to 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 |
Grants the right to perform all operations on sheets. |
Grants the "Append 2D" right. |
Append 2D |
Grants the right to perform the following actions:
|
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 |
Grants the right to export sheets to PDF. |
N/A |
Export project to EXE/Save local project copies |
Grants the right to export Revizto projects to standalone executable files for Microsoft Windows, and save local project copies. |
N/A |
Export project to IFC | Grants the right to export Revizto projects to IFC. | 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 full control over all clash tests. |
Grants the "Create clash tests" and "View public clash tests" right. |
Create clash tests |
Grants the right to 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 |
Grants the right to view public clash tests in the "Clash automation" module. 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:
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Perform the following actions on the issues that they created:
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View issues.
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Comment on issues.
-
Edit issue status.
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Edit issue title.
-
Edit issue priority.
-
Edit issue deadline.
-
Edit issue reporter.
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Edit issue watchers.
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Edit issue visibility.
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Edit issue tags.
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Edit issue markups.
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Edit issue abbreviations.
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Edit stamp colors.
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Close issues.
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Assign issues.
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Delete issues.
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Perform the following actions on the issues assigned to them:
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View issues.
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Comment on issues.
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Edit issue status.
-
Add or remove issue tags.
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Edit issue markups.
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Edit issue watchers.
-
Edit issue abbreviations.
-
Edit stamp colors.
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Assign issues.
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Perform the following actions on the scenes that they created:
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Overwrite scenes.
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Delete scenes.
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Perform the following actions on the sheets that they created:
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Overwrite sheets.
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Delete sheets.
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Create reports and project dashboards.
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Perform the following actions on the reports and project dashboards that they own:
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View reports and dashboards.
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Add dashboards to favorites.
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Remove dashboards from favorites.
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Import and export dashboards.
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Edit dashboards.
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Delete dashboards.
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Perform the following actions on the reports and project dashboards that are shared with them:
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View reports and dashboards.
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Add dashboards to favorites.
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Remove dashboards from favorites.
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Import and export dashboards.
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Any Revizto user that can sign in to a project in an authoring tool can perform the following actions:
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Link a project in the authoring tool to a Revizto project.
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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:
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Elevate issues to RFI.
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Edit Procore RFI issue status.
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