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SYNCHRO 4D Wiki Adding users to a SYNCHRO Control project and managing permissions
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    • Features - SYNCHRO 4D Pro
    • Learning Resources
    • -SYNCHRO 4D Wiki
      • -SYNCHRO 4D Pro
        • +SYNCHRO 4D Releases
        • +SYNCHRO 4D Pro Guide
        • +Plugins and Tools
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        • +SYNCHRO 4D Pro - Troubleshooting
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          • -Collaborating on a cloud-hosted 4D project
            • Choosing between SYNCHRO 4D Pro importers and iModel Connections to add 3D models
            • System requirements while collaborating on a cloud-hosted 4D project
            • +Setting up a 4D Project in SYNCHRO Control
            • Adding users to a SYNCHRO Control project and managing permissions
            • Opening a SYNCHRO Control project in SYNCHRO 4D Pro
            • Collaborating on a project in SYNCHRO 4D Pro
            • Reviewing the 4D Project in SYNCHRO Control
            • Synchronizing updated 3D Models
            • Re-submit offline changes
            • Differences between SYNCHRO 4D and SYNCHRO Workgroup Project (SWP)
            • Known Issues and Troubleshooting- 4D collaboration projects
            • Preparing data in SYNCHRO 4D Pro for Resource Status updates in SYNCHRO Field
            • Upgrading a cloud-hosted 4D project from 2021 (v6.4) to 2022 (v6.5)
            • Upgrading a cloud-hosted 4D project from 2020 (v6.3) to 2021 (v6.4)
          • Working with Reality Data
        • Unable to install Synchro 4D PRO
      • +SYNCHRO Modeler
      • +SYNCHRO 4D Schedule API
    • Upgrading from SYNCHRO Pro (and SWP) to 4D Pro (and Control)

     
     Questions about this article, topic, or product? Click here. 

    Adding users to a SYNCHRO Control project and managing permissions

    When working with a SYNCHRO Control Project users, roles, and permissions are all managed in SYNCHRO Control (web). Users and Roles will no longer be managed inside of SYNCHRO 4D Pro (desktop).

    1. To control who has access to what data in SYNCHRO 4D Pro, Control, and Field, you can customize the project Roles. To do this: in Control, select Administration>Manage your team, the select the Roles tab
    2. Select a Role to see the permissions.
    3. The relevant permissions related to 4D Pro are as follows. The other permissions relate to SYNCHRO Control


      NOTES:
    • The user who created the Control project automatically has all permissions regardless of which role is assigned.
    • Only users with both Administration>Setup 4D project and iModel>Administrate iModel can create a new iModel and enable the scheduling service in order to make it available to open in SYNCHRO Pro. It is recommended to limit the number of users with these permissions in order to avoid someone accidentally removing or overwriting the active 4D project
    • Only users with all the above permissions (Read/Write) may use File>Save As from SYNCHRO 4D Pro
    • The settings indented under 4D Scheduling>Schedule are dependent on the setting for Schedule. When set to Read/Write, all settings underneath are also Read/Write; when set to None, all settings underneath are also None. When Schedule is set to Read, settings indented underneath can be edited separately – for example, some users may have Read only permission for Schedule, Actuals, and Assignments, None for Costs, and Read/Write for Resource status
    • The settings for Documents and Issues under 4D Scheduling relate only to those items in SYNCHRO 4D Pro (desktop) and do NOT relate to the Constructions Issues (Forms) and Documents managed in SYCHRO Control (web)
    1. To create a new role, press Add role

    2. Enter the Role name and Role description
    3. You may choose to Copy permissions from existing role as a starting point to create a similar role
    4. Edit the permissions under each heading. Some suggested roles and corresponding permissions are below:
    5. To add a team member, select Administration from the bottom left corner, then select Manage your team

    6. Select the Add Users button and type your email address
    7. Select Admin for the Note that the user who created the Control project automatically has all permissions regardless of which role is assigned.
    8. You may continue to add addition users by typing their email in the top bar, then selecting a Role for them
    9. Select Save when finished adding users

    See also: 

    NEXT: Choosing between SYNCHRO 4D Pro importers and iModel data connections for adding 3D models

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    • Kate Hester Created by Kate Hester
    • When: Mon, Oct 19 2020 7:45 AM
    • Mariia Protasova Last revision by Bentley Colleague Mariia Protasova
    • When: Wed, Sep 6 2023 3:00 PM
    • Revisions: 10
    • Comments: 0
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