Roles at a glance
Verified for plugin version 0.2.0 · Navisworks 2024-2027
Every member of a project has one of four roles:
- project admin: runs the project, its reviews and its members.
- writer: raises markups and proposes solutions.
- reader: reads and comments.
- client: the approval partner on large projects, who accepts or refuses solutions.
| Action | project admin | writer | reader | client |
|---|---|---|---|---|
| Raise a markup | yes | yes | no | no |
| Comment | yes | yes | yes | yes |
| Post a solution candidate | yes | yes | no | no |
| Accept or refuse a candidate, internal review | yes | no | no | no |
| Accept or refuse a candidate, external review | yes | no | no | yes |
| Reopen a solved markup, internal review | yes | no | no | no |
| Reopen a solved markup, external review | yes | no | no | yes |
| Delete a markup | yes | no | no | no |
| Add or revoke writers, readers and clients | yes | no | no | no |
| Create and rename reviews, open, close and hide them | yes | no | no | no |
| Download the .hdmark file of a review you can see | yes | yes | yes | yes |
| Edit your own name, title and password | yes | yes | yes | yes |
- Raising and commenting need the review to be open. A closed review is read-only for everyone.
- When the licence of the project has expired, the project is read-only for everyone until it is renewed. See When a licence expires.
- All seats are included: a project has unlimited members. The Mini plan has 1 writer and 1 reader and no client seats.
- Another project admin is added by your company’s administrator, see IT and deployment notes.
Related
Section titled “Related”Internal and external reviews, The approval workflow, What each role sees in Navisworks.
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