PROJECTS: Roles

Roles

Roles allow you to customize access for users in your projects. You can assign roles to both internal and external members, giving each person the access they need. Roles are defined for your organization and fall into two categories:

1. Organization level roles
2. Project level roles

Organization level roles provide users with the same role across all projects within the organization. These roles are assigned through the Novorender organization settings. Project level roles grant users specific roles within individual projects and are assigned in the project.

Organization level

To view and manage roles for your organization, click the person icon at the top right of the screen within your Novorender organization and select “Organization Settings.” This section has two main pages:

1. User Roles
2. Role Assignments

User Roles is where you can add or edit roles. Novorender includes four standard roles:

1. Organization Administrator
   • Ideal for one or a few key members in the organization. This role grants access to everything, including creating new projects, defining roles, and editing user access at the organization level.
2. Project Administrator
   • Has full access within a specific project but cannot create new projects or roles.
3. Viewer Admin
   • Can perform advanced functions in Explorer, including creating public bookmarks and groups, but lacks access to Projects and file syncing.
4. Viewer
   • Can view models in Explorer but does not have access to Projects or advanced features in widgets.

To add new roles, click “Add” in the top right corner and select permissions for the role. New roles can be assigned to users at the organization level, which grants access across all projects, or within specific projects. Roles are created for the organization, not within individual projects. For example, a “Project Manager” role will have the same permissions in both Project A and Project B.

Role Assignments provide an overview of everyone with access to your Novorender organization. This includes:

• Name: The user’s name
• Type: Distinguishing between users, Entra groups and Tenant ID
• Roles: The roles a user holds in the organization, across all projects
• Expiry: Shows if the user’s access is time-limited
• Access: An overview of the projects the user can access and their roles in each project
• Actions: Options to edit a user’s name, organization roles, or delete the user

Projects level

The “MEMBERS” tab in each project provides an overview of users and their roles within that specific project. You can edit a user’s role by clicking the pencil icon on the right. The four standard roles and any additional roles created within your organization are available for selection.

In the “RESOURCES” tab, roles can be assigned specific access to folders. By selecting the three dots next to a folder, you can choose “View Access” to see all permissions available for that folder. By default, Organization Administrator and Project Administrator will have access to all these permissions, since these Roles have these permissions inherited.  Additional roles can be granted access to folders by selecting the role in “Directly Assigned.” Permissions assigned to a folder will automatically apply to all subfolders.

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