User management
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      Access rights

      This article explains how the access right levels work.

      When adding users to the schedule you have 6 options for roles; Report, Accept, Refine (ltd), Refine, Schedule and Site. These roles along with the work package assignments determine what each user is able to see and do within a schedule. 

      Understanding How Roles and Assignments Work Together

      It's helpful to think of the new system having two key parts that work together: Your assigned Access Role (like Report or Refine) defines the maximum capabilities you have within a schedule – what kinds of actions you are allowed to perform in general.

      Then, specific assignments on individual Work Packages – whether you are listed as the Owner, part of the Team, or an Assignee – determine where you can actually exercise those permissions on specific items within the schedule.

      Most roles are assigned on a per-schedule basis, giving you fine-grained control.

      Here’s a breakdown of the new roles and their capabilities:

      1. Report (Schedule-Specific)
        • Ideal For: Site personnel (workers, team members) who need to report progress and issues.
        • Can Do:
          • View assigned schedules (on web and mobile).
          • Report status/percentage complete for Work Packages where they are an Owner or part of the Team.
          • Report normal Task completion (not Quality Tasks).
          • Create, modify, and delete their own Roadblocks and Additional Tasks.
        • Limitations: Cannot edit schedule timing, structure, or tasks. Cannot set Quality Tasks as completed. Cannot see Settings views (Space Model, Location Breakdown, etc.). Limited visibility of other users. Can only see Sites/Schedules they have access to.

      2. Accept (Schedule-Specific)
        • Ideal For: Team members or supervisors responsible for quality checks and final acceptance.
        • Can Do: Everything included in the Report role, PLUS:
          • Mark Quality Tasks as complete.
          • Mark Work Packages as 'Accepted' (where they are Owner or part of the Team).
          • Invite new users and grant them Report or Accept rights within the schedules they have Accept rights for.
        • Limitations: Same as Report regarding schedule edits and Settings views. Limited visibility of other users.
      3. Refine (ltd) (Schedule-Specific, Owner-Based Editing)
        • Ideal For: Subcontractor foremen or team leads who need to manage the details of their own work, with limited visibility into the broader project context.
        • Can Do: Everything included in the Accept role, PLUS web UI access with specific editing rights:
          • If Owner of a Work Package:
            • Edit all visible data fields within that Work Package (except deadlines).
            • Create new sub Work Packages (inheriting Ownership).
            • View all attributes of their owned Work Packages (except deadlines), including Custom Fields.
          • If part of the Team (but not Owner):
            • Edit the status of the Work Package.
        • Data Visibility Limitations:
          • Cannot see any deadlines (internal or external). Deadline tools are hidden.
          • On Work Packages they don't own, can only see: Area, Owner, Color, Start/End Dates, Duration (hours/days), Team, Status.
          • Cannot see Settings views.
          • User visibility highly restricted (essentially see only themselves, cannot browse other users).
      4. Refine (Schedule-Specific, Owner-Based Editing)
        • Ideal For: Internal team leads or planners who manage specific work sections and need broader project visibility than Refine (ltd).
        • Can Do: Same editing capabilities as Refine (ltd) (editing Work Packages they Own).
        • Broader Data Visibility:
          • Can see all Work Package attributes on all Work Packages within the schedule.
          • Can see and edit deadlines (editable on Work Packages they Own).
          • Can see and open all Teams within the schedule.
          • Can invite new users (presumably up to Refine level within their accessible schedules).
        • Limitations: Cannot see Settings views (Space Model, Location Breakdown, etc.).
      5. Schedule (Schedule-Specific)
        • Ideal For: Project Managers or Lead Planners responsible for one or more specific schedules within a site.
        • Can Do: Everything included in previous roles, PLUS:
          • Full editing rights over all aspects of the schedule(s) they have this right for (timing, structure, tasks, assignments, Work Packages, deadlines, etc.).
          • Access and edit all Settings views (Space Model, Location Breakdown, Work Time, etc.) for that schedule.
          • Invite new users and manage permissions (up to Schedule level) for their specific schedules.
          • Archive schedules they have Schedule rights for.
      6. Site (Site-Wide)
      • Ideal For: Site Administrators or Company Super Users overseeing all projects within a specific Sitedrive Site.
      • Can Do: Unrestricted access and editing capabilities across all schedules within the Site.
        • Manage all schedules (create, edit, archive).
        • Manage all users and their access rights across all schedules within the site.
        • Edit all Site-level settings.

      Understanding 'Owner' and Inheritance

      The Refine (ltd) and Refine roles rely heavily on the concept of Work Package Ownership.

      • When you assign a user as the Owner of a Work Package (including summary packages/levels in the Gantt hierarchy), that user gains the specific editing permissions associated with their Refine (ltd) or Refine role for that package and all packages nested underneath it.
      • This ownership is inherited down the hierarchy. The system clearly displays the inherited Owner on sub-packages.
      • A sub-package can have additional Owners assigned directly, adding to those inherited from above.