Managing users in the platform

In this article 

1. Accessing user management for a project
2. Adding new users to a projects
3. Managing existing users in a project
4. Troubleshooting permissions issues
5. Best Practices

Overview

The user management system allows you to control access and permissions for your team members across projects. This guide explains how to manage users and understand different roles in the system.

Managing Users

Accessing user management for a project

From anywhere in the DCV, navigate to Settings → Project Permissions

How to invite new users:

1. Click "Invite Users"

2. A panel will open on the right side of the screen where you can input the contact info of the user you wish to add and assign them a role.

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3. Enter one or more e-mail addresses of the users you want to invite to the project

4. Select their title (e.g., Field Engineer, Concrete Subcontractor)

5. Assign appropriate user roles based on their required access levels (see full list below)

   • Roles help define what access a user has to the system.

   • Users can have multiple roles in a project

   • When multiple roles are assigned, the user gets all permissions from all roles

6. Click "Send Invitation"

 

User roles	Main functionalities*	Who should get this?
Basic access	See As-builts and Panorama 360, if available.	In a standard project, this might be the owner or anyone who needs access to basic documentation.
Observer	View all project data and observations, As-builts and 360 panorama.	Any individual requiring view access to the project. In a standard project, this might be the owner or individuals from the GC that are not performing actions in the field.
Contributor	View and approve all project data and observations, As-builts and 360 panorama.	Any individual requiring full access to the project. In a standard project, this might be individuals from the GC that are working in the job site.
Project Admin	Additional access to managing a project and it's users.	This should be added as a second role, to individuals responsible for managing a project’s users.
Company Admin	Additional access to managing a company, it’s users and tolerances	This should be added as a second role, to individuals who are responsible for their company’s Siteaware integration and cross-project user management.
Core Trade	View all Core verification data, 360s and As-builts, edit observations and change their status to "For Review".	Core Trades
Interior Trade	View all Interior verification data and As-builts, edit observations and change their status to "For Review".	Interior Trades
Shell Trade	View all Shell verification data and As-builts, edit observations and change their status to "For Review".	Shell Trades
Facade Maintenance	View all Facade Maintenance verification data and As-builts, edit observations and change their status to "For Review".	Facade Trades
Self Capture Specialist	Access the self capture app	Any individual responsible for performing self capture in a project.

*full functionality can be seen in our full permissions table

 

Managing existing users in a project

1. As shown above, navigate to Settings → Project Permissions

2. You'll see a list of all users in your project.

3. Search for the user or users who’s permissions you want to change.

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4. Select it using the checkbox to the left.

5. Using the dropdown arrows, you can edit the relevant attribute.

6. Click save to apply the changes or cancel to discard them.

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7. Changes take effect immediately after saving (requires page refresh)

Troubleshooting permissions issues

If a user reports access problems:

1. Check their assigned roles under Settings → Project Permissions. If you’re not sure which role they should have, checkout the above table detailing what each role can do.

2. Ensure they've accepted their invitation

3. Try refreshing their browser

4. Contact support if issues persist

Best Practices

• Remove access promptly when team members leave projects

• Use combination of roles carefully to avoid unintended access

• Use our support chatbot for quick answers about roles and permissions

• Contact support for assistance with complex permission setups