Configurable permissions are used to create custom user roles, increasing your control over data access in CoLab. This feature allows account administrators to assign specific permissions to different roles within your organization. There are three levels of custom roles: Company, Workspace, and Portal Guest.
Understanding configurable permissions
The following is a complete breakdown of the CoLab's configurable permissions settings.
Company permissions
Manage Company (Admin): Manage company settings.
Workspace creation: Create new workspaces within the company.
Workspace Folders: View, create, delete, and edit workspace folders within the company
Workspace permissions
General
Add User: Invite team members to the workspace
Enable New Feature Permissions: All new feature permissions will use the configuration for the full access role
Manage Workspace - Admin: Administer the workspace and modify the workspace settings, including edit or delete the workspace, manage users and admins, and join any portal within the workspace
Files
Add files or file revisions to the workspace via the manual in-app upload
Add files or file revisions to the workspace via an integration
Save merged models as a new file or revision
Rename and move files in the workspace
Delete any files, revisions, or bill of materials within the workspace
Download files and files with markups when permitted in the workspace
Copy files and packages to other workspaces
Folders
Create folders in the workspace
Rename and relocate folders in the workspace
Delete folders in the workspace
Packages & slides
Create packages in the workspace
Modify and rename any packages in the workspace
Delete any packages or package revisions in the workspace
Feedback
Create feedback or markups on files in the workspace
Modify any feedback and markups in the workspace
Modify the description of any feedback in the workspace
Delete any feedback left in the workspace
Add or remove comments on feedback in the workspace
Add or remove tags on feedback in the workspace
Add or delete attachments and screenshots on feedback in the workspace
Reviews
Create reviews in the workspace
Add and remove reviewers, add and remove checklists, change the title and due date, and close any review in the workspace - regardless of assignment
Close reviews users are assigned to in the workspace
Delete any reviews in the workspace
Export review history
Checklists
Add and remove feedback, as well as react to checklist items
Export checklist metadata
Portals
Create or delete workspace portals
Rename the portal and modify the portal settings, including enable/disable downloading for portals they are a member of
Add or remove files and feedback from portals users are a member of
Invite or remove team members and guests from the portal they are a member of
Portal Guests
Files
Add a files or file revisions to the portal. Portal guest can remove files they’ve added
Move file locations, as well as edit and delete custom saved views in the portal
Download files and files with markups from the portal
Folder
Create folders in the portal
Rename and relocate folders in the portal
Delete folders in the portal
Feedback
Create feedback or markups on files in the portal. Portal guest can edit feedback they’ve created
Add comments on any feedback in the portal
Reviews
Re-request and close reviews users are assigned to in the portal
Creating custom roles using configurable permissions
As an Admin, you can create custom roles using configurable permissions by following these steps:
First, open the Setting & Admin page:
Next, select the Roles & Permissions tab. This is where you will create new custom roles, managing existing roles across the company, workspaces, and portals.
Select + New Role. Choose a Role type, giving it a Role name and Description.
Configure the role using the configurable permissions outlined in the section above.
Finally, press Create to create the custom role.
Editing custom roles
To edit an existing custom role, follow these steps:
Right-click on the role you want to edit.
Select 'Edit role' from the menu.
The role editor modal will open, allowing you to make changes to the role settings.
Reassigning users to custom roles
To bulk reassign users from one custom role to another, follow these steps:
Right-click on the role you want to reassign users from.
Select 'Reassign users' from the menu.
Choose the new role to which you want to move the users.
Select 'Reassign users'