PAID FEATURE
An Enterprise license is required
The best way to add participants to your project is by adding them through the Aproplan web application, which serves as the primary platform for managing access rights and visibility settings for each individual involved. Within the web application, you have full control over who can access various parts of the project, ensuring that the appropriate information is visible to the right people.
Managing Access Rights in the Entire Project Level
1. To check and manage access rights in the entire project:
A: Select the the entire project from the lists drop-down menu
B: Click on the Participants section
C: Click on the suitcase icon to open the "manage participants" page:
2. Click on the pencil icon to enter editing mode:
3. Then click the role shown below the participant’s name to change it. Updating the role will automatically update the participant’s access rights:
4. After updating the participant's role within the entire project, click on the floppy disk icon to save the changes:
Overview of the Different Access Rights on Project Level
As a Guest you can:
Create and invite participants (as guests) and give them access to the folders to which you also have access.
See and download documents and the versions of these documents, in folders you have access to.
Create a list (Enterprise licence required).
As a Contributor, you can:
Invite participants (as guests or contributors) and give them access to the folders to which you also have access.
See documents and the versions of these documents, in folders you have access to, and download documents.
Add versions to documents you have uploaded.
Create a list (Enterprise required).
Add documents and versions of documents to the folders you have access to
Archive the documents you have uploaded.
Add folders to the folder structure, and remove and move the folders you have created.
Note: The access rights of the Guest and Contributor roles are perfect for participants who are working on a project on which the basic data is provided by the administrator for example. They do not need access to the settings in that case.
As a Manager, you have all the rights to the data you have added to the project and you can:
Invite participants (as guests, contributors or managers) and give them/remove their access to the folders to which you also have access.
See documents and the versions of these documents, in folders you have access to, and download documents.
Add versions to documents you have uploaded.
Create a list (Enterprise licence required).
Add documents and versions to the folders you have access to and edit, move, remove and archive the documents you have added.
Add folders to the folder structure.
Edit and remove the settings of the project: categories, statuses, rooms etc.
As an Administrator of the project, you have all the rights on the project, even on documents and folders you did not add yourself (Enterprise licence required):
Invite participants (as guests, contributors, managers or admins) and give them/remove their access to the folders to which you also have access.
See and download documents and the versions of these documents, in folders you have access to.
Create a list (Enterprise license required).
Add documents and versions to the folders have access to and edit, move, remove and archive the documents you have added.
Add folders to the folder structure.
You can edit/archive/remove all the data of the project, no matter if you created/added this data or not.
For more information on managing participants, visit our FAQ articles below:
To learn more about how to manage access to the documents, click here.
To learn more about how to link a (or some) participant to a category, click here.
To learn more about how to give access to lists, click here.
Got a problem? Contact our support or ask your questions online directly on the app.