Documents and designs
Who can see and change documents
Owners, Admins and Office see every document. Field users and Viewers see the company library and the documents on projects they're on, and Field users can upload there. Outside designers see only their project's documents. Clients don't see documents at all.
- Owner, Admin and Office: see every document, upload anywhere including the company library, and rename, archive or take off tasks any document.
- Field: sees the company library and the documents on projects they're on. There they can upload, post new versions and attach documents to tasks, unless their job on that project is Can view.
- Viewer: sees the company library and the documents on projects they're on, and can download them, but can't change anything.
- Outside designers: see only the projects they're invited to, and can upload and revise documents there. See Invite your architect or designer.
- Clients: don't see documents, in the portal or anywhere else.
Anyone who isn't Office or up can rename or archive only the documents they added, and take off a task only what they attached.
To get your client's OK on a drawing, attach its PDF to an approval request. See Ask your client to approve a change.
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Related articles
- Roles and what each one can doEveryone has one of five roles: Owner, Admin, Office, Field or Viewer. Owners, Admins and Office see every project. Field users see only the projects they're on, where they can create and update tasks, comment and upload photos. Viewers can look but can't change anything.
- Invite your architect or designer to a projectOpen the project's Documents tab and, under Outside designers, click Invite. Enter their name and email and click Send invite. They can upload drawings and renderings, post new versions and attach them to the project's tasks, but never see prices, comments, your team or other projects. They don't take a seat.
- What your client seesYour client sees their own project's progress, task names, dates and status, the approvals you ask for, and messages and comments you share with them. They never see prices, internal comments, your team or other projects. Invoices reach them only through their own payment link.
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