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Editing project member roles

This guide provides a step-by-step walkthrough on how to edit project member roles within Reality Cloud Studio. By following these instructions, users will be able to easily manage and assign roles to project members, ensuring efficient collaboration and effective project management.

Accessing Project Members within Reality Cloud Studio

1. Within any project, you are able to click on the "Project Members" to see everyone who has access to your project, plus their "Role".

2. On any Project Member, click the 3 dots to either:

"Change Project Role" or "Remove Member".

Let's change this user from an "Editor" to a "Viewer".

3. Click "Change Project Role"

Learn more about different Project Roles within Reality Cloud Studio

4. From this menu, you can now change the "Role" of the selected user.

If you need a reminder of what each "Role" can do within a project, click "Learn more..." as shown below.

5. Here you can easily see exactly what a given user is able to do.

Note that the "Viewer" class has very limited options an can only perform measurements within a shared asset/ or within assets within a project.

6. Let's assign this user to the "Viewer" role.

There is no need to click anything, once you have selected "Viewer" it will return to the Project Member screen automatically.

Reverting access rights for a specific user

7. In the bottom right of the screen, you will get a notification telling you that the role of your user has been updated.

But, perhaps you made a mistake...and want to revert the user to a different role.

Simply click the 3 dots again, choose "Change Project Role" and revert this user to "Editor" once more.

8. Click here...

9. Click here...

That's everything you need to know about editing user roles within Reality Cloud Studio.

Remember, you can always revert a user role if you have changed access incorrectly.

A user will not be notified until about any changes to their access via email or otherwise.

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