Submit Your Suggestions for Viewpoint Team

Customize Project Role Permissions

Have ability to setup custom role types for what we need the role to do based on project needs.
  • Wesley Ballance
  • Mar 28 2019
  • Likely to implement
Company Viewpoint
Job Title / Role Senior Sales Engineer
I need it... 3 months
  • Attach files
  • ROHINI GUBHAJU commented
    11 Jan 14:12

    This is a very important functionality. Our Superintended should be able to upload photos.

  • Gareth Hunt commented
    November 27, 2023 22:44

    We need the ability to allow consultants to upload drawings without giving them project manager access.

  • Chris Meisinger commented
    November 13, 2023 18:36

    We need the ability to block PM's from one of our companies from seeing the projects in other companies

  • Emmanuel Bellard commented
    September 26, 2023 17:42

    Any updates on this?

    It is the most requested item on this suggestion box!

  • Guest commented
    June 16, 2023 02:03

    Yes, please. Would be good if our Collaborators could attach drawings and annotate on them without it affecting the originals in Drawings.

  • Guest commented
    May 02, 2023 12:31

    This is an important functionality. Depending on our role in the project (CM/Prime/Sub), determines what information we want to make available to our subcontractors/suppliers.


    If we are a CM, we don't necessarily need to share our meeting minutes withe owners, but we still need to share much of the project info.

  • Ken N commented
    March 23, 2023 18:05

    Sorry for the second post. In a Support Case i asked if there was a way we could query who has what access on what project. We were told no! If you have 100 projects you need to review them individually just so see who is on the that project and what they can see. Any Project Editor or Engineer that is a disgruntled employee can add competitors and give them access to our drawings, RFI, Issues with no over sight.

  • Ken N commented
    March 23, 2023 18:01

    Regarding the ability to add contacts, essentially other than being able to limit who has the PM Role and access to financials, there is no real security in Viewpoint Teams. Anyone with Project Editor can add their friends or even competitors without any oversite or administration.

  • Chris Rippley commented
    December 15, 2022 20:49

    Going on nearly 4 years now. This really needs to be implemented.

    Now with the addition of live editing we really need to be able to lock edits down to specific roles so not everyone that can view the document has the ability to edit it. We do not want subs to be able to edit specific documents whenever they want.

  • Guest commented
    November 21, 2022 14:37

    Not only should roles be customizable but the ability to create roles as necessary and assign permissions is also needed. The cookie cutter templates that are provided do not work well for our company.

  • Bonnie Hunter commented
    October 03, 2022 16:01

    The default permissions are useless and this needs to be implemented. Architects have more access than they need/should, and if I put a superintendent in with Superintendent permissions he can't even add photos! This was needed 3+ years ago when it was suggested.

  • Bill Sharp commented
    September 15, 2022 11:49

    The permissions absolutely need to customizable. The default permissions do not work for us.

  • Ryan Hamilton commented
    August 08, 2022 12:08

    An absolute must for any project.

  • Mercedes Green commented
    July 14, 2022 17:51

    We are literally being told we're not abiding by contracts because we can't give our owners more access. We cannot give everyone Project Editor as workarounds.

    This issue is 3 years old and unacceptable that you have not provided this.

  • Emad Azez commented
    May 26, 2022 17:15

    We need this option seriously

  • Craig Sandstrom commented
    April 10, 2022 22:33

    yes customising project role permissions would be very useful.

    also would like a "Consultants" option in the project roles list.

    currently we use Collaborator, but the default permissions are not particularly suitable.

  • Jenn Sandvig commented
    March 04, 2022 20:54

    I really wish this would happen!!!

  • jenny seiber commented
    March 04, 2022 18:41

    This would be extremely useful and helpful!

  • Danielle Palmer commented
    March 04, 2022 17:51

    This would be VERY useful

  • Chris Holbrow commented
    November 22, 2021 19:37

    The ability to customize the Role Permissions to reflect that of our/others company business processes just makes sense. It would stand to logic that not companies business processes and/or permissions are the same. How the system is set up now, limits our ability to invite Subcontractors/Vendors to our projects for a number of reasons, however this would instantaneously change if/when we had the ability to customize the permissions for each of the roles. I hope that this can be applied in short order as it would improve our usability to this application a great deal.

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