Users

The people who use our services.

info

Oftentimes in the docs website, we refer to users based on their roles. There are two groups used:

• Admin user: a user assigned with the Owner, Administrator, Project Manager or Contributor roles.
• Viewer user: a user assigned with the Viewer role.

For accounts on the Starter subscription plan, the number of users in each group are limited.

Anatomy

A user consists of the following:

• A name, divided into first name and surname, and
• An email address

Inviting a user

Users can be invited from a few different places:

• From the users page,
• While editing a project, or
• While editing a client

Invited users will be added to the current workspace, and assigned to any selected projects or clients.

If an invited user already has an RCX 360 account, they will be added to the workspace right away. If they don't, they will receive an email with instructions for setting up their user profile.

New users are required to confirm their email and create a password before they can use their account.

Updating a user's role

From the users page, click the three-dot menu and select "more information". You are then able to change a user's role to something different. Please note that the role you are allowed to change a user to depends on the role of your own account.

Roles

Owner

This is the highest level role that a user can be assigned. When a workspace is created, an initial user is created with this role.

• Owners can perform any action for their workspace.
• You can have as many owner-level users in your account, but there must always been one user with the owner role assigned to each workspace.

Administrator

Under an owner are administrators. There are very few differences between owners and administrators, but they are very important.

• Administrators cannot view billing information for the workspace, and
• Administrators cannot create more users with the owner role.

Project manager

The highest-level role that does not have access to workspace actions.

• Can add and edit projects, views, and clients,
• Can mark views and projects for deletion, and
• Can create more users with contributor or viewer roles.

Contributor

The second-lowest role assignable to a user. They have limited actions available to them in 360 Manage.

• Contributors can add a new or edit an existing view to existing projects they are assigned to, and
• Can mark views for deletion.

Viewer

The lowest level role that can be assigned to a user.

• Users with this role cannot perform any actions in 360 Manage.
• Viewers can sign in to 360 Manage, but can only update information related to their user profile.
• This role exists purely to assign content to someone, so they can view it with 360 View.

In-depth actions for each role

Projects

	Owner	Administrator	Project manager	Contributor	Viewer
View	✅	✅	Assigned projects only	Assigned projects only️	❌
Add	✅	✅	✅	❌	❌
Edit	✅	✅	✅	❌	❌
Delete	✅	✅	✅	❌	❌
Cancel delete	✅	✅	✅	❌	❌
Assign users	✅	✅	✅	❌	❌
Unassign users	✅	✅	✅	❌	❌
Update QR access level	✅	✅	✅	❌	❌

Clients

	Owner	Administrator	Project manager	Contributor	Viewer
View	✅	✅	Assigned clients only	Assigned clients only	❌
Add	✅	✅	✅	❌	❌
Edit	✅	✅	✅	❌	❌
Delete	✅	✅	✅	❌	❌
Cancel delete	✅	✅	✅	❌	❌
Assign users	✅	✅	✅	❌	❌
Unassign users	✅	✅	✅	❌	❌

Views

	Owner	Administrator	Project manager	Contributor	Viewer
Add	✅	✅	✅	✅	❌
Edit	✅	✅	✅	✅	❌
Delete	✅	✅	✅	✅	❌
Cancel delete	✅	✅	✅	✅	❌
Archive	✅	✅	✅	❌	❌

Users

	Owner	Administrator	Project manager	Contributor	Viewer
View information	✅	✅	✅	❌	❌
Invite	✅	Project Manager and lower	Contributor and Viewer	❌	❌
Change role of another user	✅	Project Manager and lower	Contributor and Viewer	❌	❌
Remove from workspace	✅	Project Manager and lower	❌	❌	❌
Assign projects	✅	✅	✅	❌	❌
Assign clients	✅	✅	✅	❌	❌

Workspaces

	Owner	Administrator	Project manager	Contributor	Viewer
Edit	✅	✅	❌	❌	❌
Update billing	✅	❌	❌	❌	❌