03.08.01 Access Levels and Permissions Detailed

Last Updated: 2022-05-09 14:33

One of the main benefits of using ConstructConnect Takeoff is that you can collaborate with other people in your Organization on your Project.

When you create a Project, you are the Project Owner, and other users in your Organization are unable to see or access it. As we covered in the previous article, you can add users to your Project and grant them one of four access levels (Project Owner, Takeoff and Markups, Markups Only, and Read Only). We cover the basics of these access levels in the previous article. Below we detail what a user assigned to each access level can do in a Project.

Organization Admins and Editors

Organization Administrators have full control over all Projects and Bids, meaning they see every Project and Bid added by any user.

Editors have the same project access, but they cannot manage Organization users or allocate/revoke licenses.

Detailed Rights Explanation

Below is a very detailed explanation of what each access level can do.

A note regarding the items with an asterisk (*): Only Organization Administrators and Editors can save Takeoff Items and custom formulas to the library. Anyone assigned the role of User can see and use existing Takeoff Items and custom formulas.

MANAGE PROJECT ACCESS
Actions	Access Level
	PROJECT OWNER	TAKEOFF AND MARKUPS	MARKUPS ONLY	READ ONLY
VIEW PROJECT OWNERS	YES	YES	YES	YES
VIEW MANAGE PROJECT ACCESS DIALOG	YES
REMOVE PROJECT OWNER ACCESS	YES
MODIFY ACCESS LEVELS IN PROJECT	YES
EDIT COVER SHEET	YES
EDIT PLAN ORGANIZER	YES
PROJECTS AND BIDS
DELETE PROJECT	YES
ADD BID	YES
DELETE BID	YES
PERMANENTLY DELETE PROJECT	YES
PERMANENTLY DELETE BID	YES
RESTORE PROJECT	YES
RESTORE BID	YES
DUPLICATE PROJECT	YES
DUPLICATE BID	YES
COVER SHEET
EDIT PROJECT COVER SHEET	YES
EDIT BID COVER SHEET	YES
PLAN ORGANIZER
ADD SET	YES
REMOVE SET	YES
RENAME SET	YES
ADD SHEET	YES
ACTIVATE/DEACTIVATE SET	YES
RENAME SHEET	YES
REMOVE SHEET	YES
REORDER SHEETS	YES
RENAME DISCIPLINES	YES
CREATE DISCIPLINES	YES
DUPLICATE SHEET	YES
MATCH REVISION	YES
UNMATCH REVISION	YES
REORDER SETS	YES
EDIT SET (MATCH/UNMATCH, ROTATE/FLIP, ADD/DELETE IMAGES, RENAME, EDIT ISSUE DATE, EDIT REVISION NUMBER)	YES
BID AREAS
ASSIGN TAKEOFF TO BID AREAS	YES	YES
MOVE BID AREAS	YES	YES
ADD BID AREAS	YES	YES
DELETE BID AREAS	YES	YES
RENAME BID AREAS	YES	YES
PROMOTE BID AREAS	YES	YES
DEMOTE BID AREAS	YES	YES
TYPICAL AREAS
ASSIGN TAKEOFF TO TYPICAL AREAS	YES	YES
MOVE TYPICAL AREAS	YES	YES
ADD TYPICAL AREAS	YES	YES
EDIT TYPICAL AREAS COUNT	YES	YES
DELETE TYPICAL AREAS	YES	YES
RENAME TYPICAL AREAS	YES	YES
TAKEOFF ITEMS PANE AND TAKEOFF ITEMS LIST
SELECT TAKEOFF OBJECTS	YES	YES
ADD TAKEOFF ITEMS	YES	YES
DELETE TAKEOFF ITEMS	YES	YES
DUPLICATE TAKEOFF ITEMS	YES	YES
ADD CUSTOM RESULTS	YES	YES
EDIT TAKEOFF ITEMS PROPERTIES	YES	YES
INSERT TAKEOFF ITEMS TEMPLATE	YES	YES
INSERT TEMPLATE GROUP	YES	YES
SAVE TO LIBRARY (TAKEOFF ITEMS) *	YES	YES
SAVE TO LIBRARY (FORMULA) *	YES	YES
DRAG AND DROP TAKEOFF ITEMS TO DIFFERENT TEMPLATE GROUPS *	YES	YES
SET THICKNESS	YES	YES
SET HEIGHT	YES	YES
SET LAYER	YES	YES
SET TAKEOFF ITEMS GROUP	YES	YES
REASSIGN AND DUPLICATE	YES	YES
REASSIGN OBJECTS	YES	YES
TYPICAL GROUP PANE AND TYPICAL GROUPS
SELECT TYPICAL GROUP OBJECTS	YES	YES
SELECT TYPICAL GROUP FRAMES	YES	YES
ADD TYPICAL GROUP	YES	YES
DELETE TYPICAL GROUP	YES	YES
EDIT TYPICAL GROUP	YES	YES
VIEWS PANE, NAMED VIEWS AND HOT LINKS
RENAME NAMED VIEWS	YES	YES	YES
DELETE NAMED VIEWS	YES	YES	YES
ADD HOT LINK	YES	YES	YES
RESIZE NAMED VIEWS	YES	YES	YES
MOVE NAMED VIEWS	YES	YES	YES
MOVE HOT LINKS	YES	YES	YES
REMOVE HOT LINK	YES	YES	YES
ADD NAMED VIEWS	YES	YES	YES
RENAME NAMED VIEWS	YES	YES	YES
EDIT NAMED VIEWS (COLOR)	YES	YES	YES
LAYERS PANE
ADD LAYER	YES	YES	YES
EDIT LAYER	YES	YES	YES
REORDER LAYER	YES	YES	YES
DELETE LAYER	YES	YES	YES
PUNCH LIST PANE AND PUNCH ITEMS
ADD PUNCH ITEM	YES	YES	YES
EDIT PUNCH ITEM	YES	YES	YES
DELETE PUNCH ITEM	YES	YES	YES
TAKEOFF
VIEW PARTIAL TILES	YES	YES
MOVE TAKEOFF	YES	YES
FLIP TAKEOFF	YES	YES
DELETE TAKEOFF	YES	YES
SPIN TAKEOFF	YES	YES
PERFORM TAKEOFF	YES	YES
EDIT TAKEOFF	YES	YES
CUT TAKEOFF	YES	YES
SLICE TAKEOFF	YES	YES
COPY TAKEOFF	YES	YES
PASTE TAKEOFF	YES	YES
DUPLICATE TAKEOFF	YES	YES
MERGE VERTICES	YES	YES
ALIGN GRID (INCLUDES ROTATE)	YES	YES
CONVERT SEGMENTS	YES	YES
RESIZE TAKEOFF	YES	YES
ROTATE TAKEOFF	YES	YES
SCALE
SET SCALE	YES
CALCULATE SCALE	YES
CHANGE SCALE	YES
TAKEOFF MAIN VIEW
ROTATE 90 DEGREES	YES
ROTATE 180 DEGREES	YES
RENAME SHEET	YES
ANNOTATIONS - INK AND TEXT
ADD DIMENSIONS	YES	YES	YES
DELETE DIMENSIONS	YES	YES	YES
MOVE DIMENSIONS	YES	YES	YES
EDIT DIMENSIONS	YES	YES	YES
SELECT DIMENSIONS	YES	YES	YES
ADD INK	YES	YES	YES
REMOVE INK	YES	YES	YES
SELECT INK	YES	YES	YES
MOVE INK	YES	YES	YES
ADD TEXT	YES	YES	YES
REMOVE TEXT	YES	YES	YES
SELECT TEXT	YES	YES	YES
MOVE TEXT	YES	YES	YES
EDIT TEXT	YES	YES	YES
ANNOTATIONS - HIGHLIGHTS
ADD CIRCULAR HIGHLIGHT	YES	YES	YES
REMOVE CIRCULAR HIGHLIGHT	YES	YES	YES
EDIT CIRCULAR HIGHLIGHT	YES	YES	YES
SELECT CIRCULAR HIGHLIGHT	YES	YES	YES
MOVE CIRCULAR HIGHLIGHT	YES	YES	YES
ADD RECTANGULAR HIGHLIGHT	YES	YES	YES
REMOVE RECTANGULAR HIGHLIGHT	YES	YES	YES
EDIT RECTANGULAR HIGHLIGHT	YES	YES	YES
SELECT RECTANGULAR HIGHLIGHT	YES	YES	YES
MOVE RECTANGULAR HIGHLIGHT	YES	YES	YES
ANNOTATIONS - STAMPS, ATTACHMENTS
ADD STAMP	YES	YES	YES
REMOVE STAMP	YES	YES	YES
MOVE STAMP	YES	YES	YES
EDIT STAMP	YES	YES	YES
SELECT STAMP	YES	YES	YES
ADD ATTACHMENT	YES	YES	YES
REMOVE ATTACHMENT	YES	YES	YES
MOVE ATTACHMENT	YES	YES	YES
EDIT ATTACHMENT	YES	YES	YES
SELECT ATTACHMENT	YES	YES	YES
WORKSHEET TAB
ADD TAKEOFF ITEM RESULT	YES	YES
REMOVE TAKEOFF ITEM RESULT	YES	YES
ADD MANUAL RESULT	YES	YES
DELETE MANUAL RESULT	YES	YES
EDIT MANUAL RESULT	YES	YES
EDIT COST	YES	YES
EXPORT DATA	YES	YES	YES	YES
SUMMARY TAB
NO ACCESS LEVELS REQUIRED NO LICENSE RESTRICTIONS Because the Summary Tab is a read-only summation of Takeoff Results, there are no restrictions. User can manipulate the data within the Summary Tab and export to Excel.
OVERLAYS
NO ACCESS LEVELS REQUIRED NO LICENSE RESTRICTIONS

Manage Project Access Level for Organization Users

Inviting External Users to Collaborate on a Project