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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.
Actionproject adminwriterreaderclient
Raise a markupyesyesnono
Commentyesyesyesyes
Post a solution candidateyesyesnono
Accept or refuse a candidate, internal reviewyesnonono
Accept or refuse a candidate, external reviewyesnonoyes
Reopen a solved markup, internal reviewyesnonono
Reopen a solved markup, external reviewyesnonoyes
Delete a markupyesnonono
Add or revoke writers, readers and clientsyesnonono
Create and rename reviews, open, close and hide themyesnonono
Download the .hdmark file of a review you can seeyesyesyesyes
Edit your own name, title and passwordyesyesyesyes
  • 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.

Internal and external reviews, The approval workflow, What each role sees in Navisworks.