Permissions: Overview
Settings > Account Settings > Permissions
Permissions define what users can access and control within the platform, ensuring users only interact with the information and functionality relevant to their responsibilities.
Table of Contents
- Overview
- Why Permissions Matter
- Permission Levels
- Understanding Access Types
- Permission Roles
- Areas Available to All Users
- Quick Reference: Permissions Terminology
Overview
Permissions in Buildend control what users are allowed to see and do across the platform.
They are used to ensure users only interact with the areas of the system relevant to their responsibilities.
Permissions are applied through roles and help maintain structured, controlled access across both internal teams and external collaborators.
Why Permissions Matter
Permissions are especially important because Buildend supports both internal users from the organization managing the Workspace, as well as external collaborators such as vendors, subcontractors, and consultants who require controlled access to project information and workflows.
Proper and intentional permission setup helps ensure:
- users only see relevant project or company information
- users can only make changes or manage data they are authorized to update
- sensitive data is protected from unnecessary access
- collaboration is structured and controlled across organizations
Permission Levels
Buildend permissions are structured into two levels: Company Level and Project Level.
These define how users interact with organization-wide and project-specific information.
Company Level
Controls access to company-wide settings, administrative tools, and shared resources outside of individual projects.
- Learn more in Company Level Permissions
Project Level
Controls access to information and actions within individual projects, including workflows, documents, and project data.
- Learn more in Project Level Permissions
Understanding Access Types
Buildend permissions use standardized access types to define what users can do within different areas of the platform.
β No Access
The user cannot see or interact with the item or module.
ποΈ Viewer
The user can view information but cannot make changes.
βοΈ Editor
The user can create and edit/update information within the area they have access to.
π Full Access
The user has full control, including the ability to manage, modify, and remove/archive information where permitted.
Permission Roles
Permissions are managed through roles.
Buildend provides two approaches to roles:
- System-defined roles that are ready to use out of the box,
- Learn more in Default Permission Roles
- Custom roles that can be created when more specific access is required.
- Learn more in Custom Permission Roles
Areas Available to All Users
Some areas of Buildend are available to all users regardless of their assigned permission role.
These areas support core participation and visibility across the platform and are not restricted by role-based access.
Examples include:
- Ball In Court
- User Profile & Personal Settings
- Tasks
- Notifications
Quick Reference: Permissions Terminology
Buildend permissions use several related terms. Here's a quick way to remember them:
|
Term |
Description |
|
Permission Level |
The scope where permissions apply, either at the:
|
|
Access Type |
The type of interaction allowed within an area of the platform:
|
|
Permission Role |
The assigned role that defines a userβs overall access within Buildend
|