Autodesk Field Management - Issues - Permissions
Critical: Since we use ROLE-based permissions, ROLE needs to be in the Plans section in Document Management to be able to manage/see issues, therefore follow the sequence laid out below.
STEP 1: Open BIM 360 website and sign in
STEP 2: Click on the module selector in the upper left and select Document Management
STEP 3: Click on the Plans three dots
STEP 4: Select Permissions
STEP 5: Confirm the ROLE has been applied within these permissions. If a ROLE is missing (Ex: Engineer) make sure to ADD here BEFORE you update the issue permissions.
STEP 6: After confimring the roles are in the Document Management section, go to the module select and pick Project Admin
STEP 7: Select Issues on the left-hand side (in the Services tab)
STEP 8: You can add members to the issue permissions by entering the User, Role, or Company. It is best to use ROLE-based permissions for Issues. *If you’re a Project Admin for the project, your permission type is USER (not role) and you are given Full Control
STEP 9: Give the permission level you need to *View All, Create, View and Create & Full Control
STEP 10:Click Add
STEP 11: Once you add the ROLE, you can then update their permissions in the list below. *If you’re a Project Admin for the project, your permission type is USER (not role) and you are given Full Control
Role
Issue Permissions
Architect
Create
Contractor
View and Create
Designer
Create
Engineer
Create
Inspector
Create
Owner
Create
Quality Manager
View and Create
Subcontractor
Create
Swinerton Self-Perform
View & Create
From Autodesk Help Page:
https://help.autodesk.com/view/BIM360D/ENU/?guid=BIM360D_Administration_About_Project_Admin_about_issues_issue_permission_reference_html
A member that does not have full control that is assigned an issue can do the following:
- Add a response or comment.
- Upload attachments and photos.
- Change the status (except Closed or Draft to Open).
You must be an issue owner or have full control permissions to:
- Reassign the issue.
- Change the due date of the issue.
- Close the issue.
- Modify the description of the issue.
- Modify custom attributes on the issue.
Important: Issues can't be deleted or edited once the status has been set to VOID or CLOSED.
Members who have Full Control (including project administrators) are the only users that can close or void issues.