Assign Custom Roles and App Access to People
Manage people's project roles, permissions, and application access. Assign custom roles defined by your organization, grant or revoke app access, and control what parts of the project each person can access.
This guide is designed for project-manager.
Steps
Step 1: Navigate to People
From the Data section, click the People tab. This shows all project stakeholders. You can manage roles and access from this view or open individual person details for more options.
Step 2: Open person's profile
Click on a person to open their detail panel. You'll see their current assigned roles, organization, contact information, and access status. This panel is where you manage all their project-related settings.
The profile shows their current app access status (Active, Pending, Inactive, etc.).
Step 3: Assign project roles
Click Add Role or Manage Roles button. A dialog appears showing all available custom roles from your organization. Select one or more roles that match the person's responsibilities. Examples: Project Manager, Site Supervisor, Safety Officer, Structural Engineer, Quantity Surveyor, etc.
A person can have multiple roles. Roles determine their responsibilities and appear in reports.
Step 4: Define role scope
For each assigned role, you can optionally define its scope: Full Project (access entire project), Specific Work Package (limited to certain areas), or Specific Tasks (limited to assigned tasks). This helps manage who sees what.
Scopes are optional and depend on your project's access control needs.
Step 5: Grant application access
To give a person access to the AgentCon application, click Grant App Access. They'll receive an invitation email with a link to create their account. Once accepted, they become an active app user with a login.
This converts them from a project stakeholder to an active team member.
Step 6: Select access level
When granting access, choose their access level: Viewer (read-only), Editor (can edit assigned items), Admin (full project access), or Custom (based on roles). The access level determines what actions they can perform in the app.
Access levels are separate from project roles but work together.
Step 7: Set data permissions
Configure what data the person can access: Documents (view, upload, download), Tasks (view, edit, assign), Reports (view, generate, export), Team Data (view people, companies), and Settings (view, edit). Permissions are role-based but can be customized.
Data permissions are often tied to their assigned roles.
Step 8: Monitor and update access
Regularly review the People list to see access status. You can see who has active access, who has pending invitations, and who has been deactivated. Update roles or access levels as people's responsibilities change during the project.
Deactivate access when people leave the project, but keep their profile for reporting.
Step 9: Revoke access if needed
To remove someone's app access (but keep them in project records), click Revoke Access. They can no longer log in. Their historical data remains in the system for audit purposes. You can restore access later if needed.
Revoking access keeps historical audit trail - accounts aren't deleted.
Video Tutorial
Last updated: 2025-12-08