Note: There are 4 dashboard user roles and 3 project-based user roles. If your subscription includes a dashboard, please consider this tutorial to get the full overview.

Users can be added to individual projects with different access roles including some configuration options for view and edit access of a project.

Essentially, roles can be separated into two types of users:

Project Roles are unique to a job or project, while Company Roles are used across the service. Project roles, in general, need to be invited to a HoloBuilder project in order to get access to this specific project. They do not have any further permissions and cannot create any projects of their own.

Project Roles (Project Members)

  • (Project Owner (PO))
  • Project Admin (PA)
  • Project Editor (PE)
  • Project Viewer (PV)

The image below depicts a visual representation of the overall permission settings hierarchy within HoloBuilder (including the Company Roles).

HoloBuilder company roles and hierarchy

Depending on the role of a user, he/she has different permissions regarding project access, user management, area management, and billing as listed below.

Roles on Project level

Users with roles on the project level (Job Permissions) are related to individual projects.

  • They cannot create new projects and are only invited collaborators on projects.
  • In contrast to users with roles on a company level, they can keep an individual HoloBuilder subscription additionally to their role in a company project.
  • Note: If a user gets invited to a project that belongs to a company dashboard, they gain access to a limited area of the dashboard to access the project they have been invited to.

Project Admin

The Project Admin has editing and user management rights for individual projects on the project level. He can view and edit individual projects she/he was invited to and access the project properties to e.g. invite other users or change the project details and access level.

Note: The Project Admin has similar permissions as the company role Project Manager regarding the management of individual projects but cannot create projects of his own. Furthermore, the Project Admin can have a personal paid subscription additionally to his permissions in the company project.

Project Access (on project level):

  • Has view and edit permissions for individual projects she/he was invited to.
  • Can be given job permissions on project level in other Enterprise Dashboards on HoloBuilder as well.
  • Can access and edit the Project Properties for all projects she/he is invited to.
  • Can share projects she/he is invited to.
  • Cannot create new projects
  • Cannot delete any projects at all.
  • Cannot archive, unarchive, or download any projects at all.

User Management (on project level):

  • Can view all users and user roles on the project level for individual projects she/he is invited to.
  • Has only edit permissions for users and user roles on project level – PA, PE, and PV.
  • Cannot invite new users to the company.
  • Cannot assign any company user roles to invited users.
  • Can add/remove PA, PE, and PV to a project she/he is invited to.

Area Management (on project level):

  • Does not have any area of her/his own and can only edit/access company projects she/he was invited to.

Billing:

  • Can have a personal HoloBuilder subscription outside the company subscription.

Project Editor

The Project Editor has editing rights for individual projects on the project level in the Web Editor and JobWalk app. He can view and edit individual projects she/he was invited to.

Note: Compared to the Project Admin, the Project Editor cannot access the project properties to e.g. invite other users or change the project details and access level.

Project Access (on project level):

  • Has view and edit permissions for individual projects she/he was invited to in the Web Editor or JobWalk app.
  • Can be given job permissions on project level in other Enterprise Dashboards on HoloBuilder as well.
  • Can share unlisted project links for view access.
  • Cannot access and edit the Project Properties for a project she/he is invited to.
  • Cannot create new projects
  • Cannot delete any projects at all.
  • Cannot archive, unarchive, or download any projects at all.

User Management (on project level):

Has no user management permission:

  • Cannot add/remove PA, PE, and PV to a project she/he is invited to.
  • Cannot view all users and user roles on the project level for individual projects she/he is invited to.
  • Cannot invite new users to a company.

Area Management (on project level):

  • Does not have any area of her/his own and can only edit/access company projects she/he was invited to.

Billing:

  • Can have a personal HoloBuilder subscription outside the company or user subscription.

Project Viewer

The Project Viewer has permission to view individual projects that are active (not archived or downloaded).

  • She/he has only access to a private project in the web player she/he was invited to as a viewer or any unlisted project she/he has the URL of.
  • The Project Viewer has no editorial permissions what so ever for the projects she/he is invited to or has the URL of.
  • However, she/he can have a personal subscription to create projects of her/his own unrelated to the company.

Project Access (on project level):

  • Has view permissions for individual private projects she/he was invited to in the desktop or mobile web browser.
  • Has view permissions for individual unlisted projects she/he was invited to in the desktop or mobile web browser.
  • Cannot edit any projects she/he is invited to as a viewer.
  • Cannot create new projects
  • Cannot delete any projects at all.
  • Cannot archive, unarchive, or download any projects at all.

User Management (on project level):

Has no user management permission:

  • Cannot add/remove PA, PE, and PV to a project she/he is invited to.
  • Cannot view all users and user roles on the project level for individual projects she/he is invited to.
  • Cannot invite new users to a company.

Area Management (on project level):

  • Does not have any area of her/his own and can only view projects she/he was invited to.

Billing:

  • Can have a personal HoloBuilder subscription outside the company or user subscription.

All permissions and roles in the dashboard and on project-level

HoloBuilder overview all permissions and roles in the dashboard and on project-level

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