User Roles
Summary
When you add new users to your account, you'll have to give them a role.
Generally, users with the roles ‘User’ and ‘Account Admin’ will be members of your organization. These roles are considered "core users" and count against the seats you have available on your subscription. On plans billed per active project, seats are unlimited: add as many Account Admins and Users as you need.
Users with the role of ‘Guest’ or ‘Privileged Guest’ are people from outside your organization. These roles do NOT count against the seats you have available on your subscription.
NOTE: It is a best practice to keep users assigned to their actual company on your account.
Roles Overview
Account Admin
Account Admins have full access to Bluerithm features and privileges.
There are some actions that only Account Admins can perform.
User
A user with the role ‘User’ has near full access. There are a few restrictions on the User role related to certain account-level options, subscription changes, etc.
On a project owned by another company in your account, a User who is a member of the project has the same access as that company's own Users: the project's Dashboard, Activity, Project Setup and Settings, and adding and editing equipment, issues, work, notes and files. A few actions stay with the project's own company and Account Admins: moving the project to another company, importing users into it, setting up integrations, and deleting the project.
That access covers the whole project: deleting records and using Edit All and Remove All, restoring from Trash, approving and rejecting required files, the project's issue settings, equipment types, work order and checklist tables, editing its dashboards, meetings and project emails. It also covers the project's members: a member User from another company can add and remove members and send invites, so adding them to a project lets them give other people access to it.
A User from another company who isn't a member of the project can still view it, but most changes need membership: add them to the project's members to give them this access.
A project's lead must be an Account Admin or a User; Guests and Privileged Guests can't lead a project. When you make someone the lead, they're added to the project's members if they weren't one already (on a template project, only when an Account Admin makes the change).
Guest
The ‘Guest’ role in Bluerithm is designed for those who do not need full access to projects, systems, etc. Examples of guest users could be people from either inside or outside your company who you want to assign work (checklists, etc.) to, but who you don’t want to have full access to projects. Here's a quick video.
Guests have limited access in Bluerithm. They can only see items assigned to them, and can perform the following actions:
- View the ‘My Work’ summary
- Respond to issues assigned to them. They can change the ‘Respondent Status’ only, and add responses to issues, including images.
- Respond to work assigned to them. They can change the status of work assigned to them, add follow up notes, including images (guest users from your own company can edit all details of a work item), and edit tables on work items assigned to them.
- Add files and file references to work and issues assigned to them.
Privileged Guest
The ‘Privileged Guest’ role has all of the same capabilities of the ‘Guest’ role, with some additional access rights. It is designed for people who you want to have high level insight and visibility into your projects, but not full access or the ability to be able to add or delete anything, or edit most items. Here's a video to help.
Users with the ‘Privileged Guest’ role can do everything ‘Guests’ can, as well as the following:
- See dashboards for the projects they’re members of
- See complete project views for projects they’re members of
- Add responses and files to any issue.
- Add notes and files to any work item.
- Export individual work items to PDF.
- Open Reports on the projects they're members of in the new Bluerithm (app.bluerithm.com): open and preview saved reports, export them to PDF, and run the Excel exports (Issue Log, Task Matrix and COBie). Their PDF, Issue Log and Task Matrix exports are always emailed to them, and draft issues are left out.
- Privileged Guests can't create, edit, copy, delete or schedule reports. See Reports and Exports.
NOTE: Privileged guests cannot edit items that are not assigned to them or, when their company shares its assignments, to anyone at their company.
For a ‘Privileged Guest’ to have visibility of a project, they must be added as a project member for a project. To add a user to a project, see this article.
Sharing Issue and Work Assignments
Review this article for how to share issues and work assignments with everyone from a guest company.