Team member roles details

Summary


Description Operator Uploader Project manager Read only Admin Project Manager & admin
View Project Yes Yes Yes Yes Yes Yes
Annotation Yes - Yes - - Yes
Element Approval (pages, images) - - Yes - - Yes
Project Approval (all pages, all images) - global approval - - Yes - - Yes
Lock element - - Yes - - Yes
Lock project - - Yes - - Yes
Download original files Yes Yes Yes - Yes Yes
Export Low res files (PDF, mp4) Yes Yes Yes - Yes Yes
Color layer tool (color separation) - Apply to premium plans only Yes - Yes - - Yes
Invitation - - Yes - - Yes
Chat Yes - Yes - - Yes
File upload Yes Yes Yes - - Yes
Access to project Drive Yes Yes Yes - Yes Yes
Edit advanced project settings - - Yes - - Yes
Manage current project task - - Yes - - Yes
Delete Project - - - - Yes Yes
Archive Project - - Yes - Yes Yes

Operator

Operator role is intended for team members with an administrative production role like submitting proofs or files. This will give the user an access to project from its dashboard with no real control on project and no access to task or pending invitations. For control on task and pending invitation, your team member should have a project manager role.

Effective rights :


Description Operator Role
Annotation Yes
Download original files Yes
Export Low res files (PDF, mp4) Yes
Color layer tool (color separation) - Apply to premium plans only Yes
Chat Yes
File upload Yes
Access to project Drive Yes

Project Manager

This role gives the full control on the project to the member : Managing task, send invitations, adding proofs, adding files, adding reviewers, seeing everything on the project. Please note that you can assign several project managers to a project without restriction. This may be very helpful to build your delegate teams.


Effective rights :


Description Project manager Role
Annotation Yes
Element Approval (pages, images) Yes
Project Approval (all pages, all images) - global approval Yes
Lock element Yes
Lock project Yes
Download original files Yes
Export Low res files (PDF, mp4) Yes
Color layer tool (color separation) - Apply to premium plans only Yes
Invitation Yes
Chat Yes
File upload Yes
Access to project Drive Yes
Edit advanced project settings Yes
Manage current project task Yes

Read Only

Read only role is intended for team members who just need to see project and do nothing else on it. This will give the user an access to project from its dashboard with no control on project and no access to task or pending invitations. For control on task and pending invitation, your team member should have a project manager role.


Effective rights :



Description Read only Role
View Project Yes

Project Admin

This role gives the right to delete the project to the member. This may be very helpful to delegate the project deletion.

Effective rights :


Description Project Admin Role
Download original files Yes
Export Low res files (PDF, mp4) Yes
Access to project Drive Yes

Project Manager & Admin

In addition to Project management, this role add the capability to Delete a project.


Effective rights :


Description Project Manager & Admin Role
Annotation Yes
Element Approval (pages, images) Yes
Project Approval (all pages, all images) - global approval Yes
Lock element Yes
Lock project Yes
Download original files Yes
Export Low res files (PDF, mp4) Yes
Color layer tool (color separation) - Apply to premium plans only Yes
Invitation Yes
Chat Yes
File upload Yes
Access to project Drive Yes
Edit advanced project settings Yes
Manage current project task Yes
Delete Project Yes

Proof Uploader

Proof uploader role is intended for team members with an administrative production role like submitting proofs or files. This will give the user an access to project from its dashboard with no real control on project and no access to task or pending invitations. For control on task and pending invitation, your team member should have a project manager role.

Effective rights :


Description Proof Uploader Role
File upload Yes
Access to project Drive Yes
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