Permissions in the Enterprise Dashboard

The extended user roles and permission management is only available for Enterprise Dashboard users.
Necessary dashboard permission: Enterprise Admin, Group Manager or Project Manager.

If you do not yet have a project dashboard, please find more information on the HoloBuilder Enterprise Dashboard here or reach out at support@holobuilder.com.

 

The Enterprise Dashboard is your central point of access to all projects in your company or region on one dashboard, with an intuitive user interface for account and user administration. Learn about the roles and permissions below:

1 Enterprise Dashboard roles and permissions
1.1 Roles on Enterprise Account Level
Enterprise Admin (EA)
Enterprise Viewer (EV)
Group Manager (GM)
Project Manager (PM)
1.2 Roles on Project level
Project Admin (PA)
Project Editor (PE)
Project Viewer (PV)

Support

 

Learn how to set up your Enterprise Dashboard here.

1 Structural overview: Roles, invites & account management

The HoloBuilder Enterprise Dashboard allows you to replicate your company structure using user roles and job permissions to determine access within HoloBuilder. In the HoloBuilder Enterprise Account, there are several different roles for different users where each of them has their own permissions and abilities. It is possible for a user to have only one user role but multiple job permissions depending on how they are positioned within your organization.

Essentially, roles can be separated into two types of users: Company Roles (enterprise users) and Job Permissions or Project Roles (individual users). Company Roles are used across the app and provide a general access to the company dashboard, while Project Roles are unique to a job or project.

Company Roles

Project Roles (Project Members)

Depending on the role of a user, he/she has different permissions regarding project access, user management, area management, and billing as listed below.

User roles in the HoloBuilder Enterprise Dashboard

1.1 Roles on Enterprise Account Level

Roles with Enterprise Account Level can view and access the company dashboard and company projects according to the defined permission sets. Only users with a company role can view the enterprise dashboard and make changes on company level.

A user with a company role cannot be added to another company as well.

Company roles are assigned primarily by the Enterprise Admin in the Enterprise Dashboard. Additionally, any company role can name users with a lower role than their own.

Enterprise Admin
 (EA)

The Enterprise Admin is the account owner and has control of the entire Enterprise Account. There is only one Enterprise Admin for the whole Company. A user with a Enterprise Admin role cannot be added to another company as well.

  • Project Access:
    • Has view and edit permissions for all projects in the company.
    • Can access and edit the Project Properties for all projects in the company.
    • Can create new and reassign existing projects.
    • Can remove projects from the company.
    • Can archive and download any projects.
  • User Management:
    • Has view and edit permissions for all users and user roles in the enterprise dashboard.
    • Can invite new users.
    • Can assign any user roles to invited users.
    • Only user to add new Group Managers to the company
    • Only user to delete users from the company.
  • Area Management:
    • Has view and edit permissions for all Group Managers
    • Can assign limited amounts of the total available area to Group Managers
    • Can give Group Managers unlimited area use
    • Only user to purchase more area
  • Billing:
    • Cannot have a personal HoloBuilder subscription outside the company subscription
    • Can upgrade/downgrade the total amount of available area for the company.
    • Can cancel the company subscription

Enterprise Viewer (EV)

The Enterprise Viewer has full access to the whole enterprise dashboard, contained projects and users. However, the enterprise has only view permissions and no editing permissions. A user with an Enterprise Viewer role cannot be added to another company as well.

  • Project Access:
    • Has view permissions for all projects in the company.
    • Has no edit permissions whatsoever.
  • User Management:
    • Can view all users and user information, as well as related projects, in the enterprise dashboard.
  • Area Management:
    • Can view all Group Managers and assigned area as well as their related Project Managers with projects
  • Billing:
    • Cannot have a personal HoloBuilder subscription additional to the company subscription/role

Group Manager
 (GM)

The Group Manager (Regional Control) oversees multiple Project Managers and projects. When no Project Manager is available, Group Managers also share the role of a Project Manager.  Group Managers can only be added by the EA. A Group Manager can have a limited or unlimited amount of area assigned to him by the EA. A user with a Group Manager role cannot be added to another company as well.

  • Project Access:
    • Has view and edit permissions for all projects related to her/him.
    • Can access and edit the Project Properties for all projects related to her/him.
    • Can create new projects (if sufficient area available)
    • Can reassign existing projects related to her/him among Project Managers.
    • Can only remove projects related to him.
    • Can archive and download projects related to her/him.
    • Can unarchive projects related to her/him.
  • User Management:
    • Has view and edit permissions for all users and user roles in the enterprise dashboard.
    • Can invite new users to the company.
    • Can assign any user roles lower than his own (Group Manager) to invited users.
    • Can add/remove Project Admin, Project Editor, and Project Viewer to/from a project related to her/him.
  • Area Management:
    • Has view and edit permissions for all Project Managers assigned to projects related to her/him
    • Can have limited or unlimited area use to distribute among the related projects
  • Billing:
    • Cannot have a personal HoloBuilder subscription outside the company subscription

Project Manager

The Project Manager manages individual projects that have been assigned to her/him by a Group Manager or Enterprise Admin. He can view the enterprise dashboard with limited access permissions. While a Group Manager can have multiple Project Managers, an individual Project Manager cannot be assigned to multiple Group Managers. However, she/he can be related to multiple projects with the same Group Manager. A user with a Project Manager role cannot be added to another company as well.

  • Project Access:
    • Has view and edit permissions for all projects related to her/him.
    • Can access and edit the Project Properties for all projects related to her/him.
    • Can create new projects (if sufficient area available from the GM)
    • Can only remove projects related to him.
    • Can archive and download projects related to her/him.
    • Cannot unarchive projects at all.
  • User Management:
    • Can view all users and user roles in the User Directory of the enterprise dashboard.
    • Has only edit permissions for users and user roles on project level – PA, PE, and PV.
    • Cannot invite new users to the company.
    • Cannot assign any company user roles to invited users.
    • Can add/remove PA, PE, and PV to a project related to her/him.
  • Area Management:
    • Does not have any area of her/his own but can use the area of the assigned Group Manager freely to create new projects.
    • Cannot view or access the Managers Overview of the enterprise dashboard.
  • Billing:
    • Cannot have a personal HoloBuilder subscription outside the company subscription

 

Permissions overview on company level & permissions only for company roles:

Enterprise Viewer 1Enterprise AdminGroup ManagerProject ManagerProject Admin 2Project Editor 2Project Viewer 2
Company levelView all company projects
Can delete users from the company
Can add GM to company
Can add PM to company
Can change company roles of a lower level
Can create new projects 3
Has access to company dashboard
Project levelCan unarchive project where they have a role 4
Can archive/download project where they have a role 4

1 Can have a personal HoloBuilder subscription independent of her/his Enterprise Viewer company role.
2 These user roles do not have access to the Enterprise Dashboard, only to individual projects. 

3 If sufficient area is available.

Permissions on project level that only users with company role have, no users with only job permissions.

1.2 Roles on Project level

Users with roles on the project level (Job Permissions) generally do not have access to the company dashboard. They are related to individual projects and have no company-wide access. They cannot create new company projects and are only invited collaborators on company projects. In contrast to users with roles on a company level, they can keep an individual HoloBuilder subscription additionally to their role in a company project.

The roles on the project level are more autonomous and can also easily be used for external or temporary users, such as owners and stakeholders, for individual projects.

Project Admin

The Project Admin has similar permissions as the Project Manager regarding the management of individual projects. They both have editing and user management rights for individual projects on project level. In contrast to the Project Manager, the Project Admin does not have access permissions for the enterprise dashboard but can only view and edit individual projects she/he was invited to. Furthermore, the Project Admin can have a personal paid subscription additionally to his permissions in the company project. 

  • Project Access (on project level):
    • Has view and edit permissions for individual projects she/he was invited to.
    • Can be given job permissions on project level in other Enterprise Dashboards on HoloBuilder as well
    • Can access and edit the Project Properties for all projects she/he is invited to.
    • Can share projects she/he is invited to.
    • Cannot create new projects
    • Cannot delete any projects at all.
    • Cannot archive, unarchive or download any projects at all.
  • User Management (on project level):
    • Can view all users and user roles on project level for individual projects she/he is invited to.
    • Has only edit permissions for users and user roles on project level – PA, PE, and PV.
    • Cannot invite new users to the company.
    • Cannot assign any company user roles to invited users.
    • Can add/remove PA, PE, and PV to a project she/he is invited to.
  • Area Management (on project level):
    • Does not have any area of her/his own and can only edit/access company projects she/he was invited to.
  • Billing:
    • Can have a personal HoloBuilder subscription outside the company subscription.

Project Editor

The Project Editor has edit permission for individual projects, similar to the Project Admin. In contrast to the Project Admin, the Project Editor cannot access the Project Properties  – e.g. to change the access permission, invite collaborators or create new project categories – and only edit the content of a project, e.g. adding new scenes, sheets, TimeTravels or categorizing content. 

  • Project Access (on project level):
    • Has view and edit permissions for individual projects she/he was invited to.
    • Can be given job permissions on project level in other Enterprise Dashboards on HoloBuilder as well
    • Cannot access the Project Properties for any projects.
    • Cannot invite any collaborators to any projects.
    • Cannot create new company projects.
    • Cannot delete any company projects.
    • Cannot archive, unarchive or download any company projects.
  • User Management (on project level):
    • Cannot view any related users of the company or for any projects.
    • Cannot invite new users to the company or a project.
  • Area Management (on project level):
    • Does not have area of her/his own and can only edit/access company projects she/he was invited to.
  • Billing:
    • Can have a personal HoloBuilder subscription outside the company subscription.

Project Viewer

The Project Viewer has permission to view individual projects that are active (not archived or downloaded). She/he has only access to a company project in the web player she/he was invited to as a viewer. The Project Viewer has no editorial permissions what so ever for the projects she/he is invited to. However, she/he can have a personal subscription to create projects of her/his own unrelated to the company. 

  • Project Access (on project level):
    • Has only view permissions for individual projects she/he was invited to.
    • Has no edit permissions for individual projects she/he was invited to.
    • Can be given job permissions on project level in other Enterprise Dashboards on HoloBuilder as well
    • Cannot access any company projects in the web editor.
    • Cannot invite any collaborators to any projects.
    • Cannot archive, unarchive or download any company projects.
  • User Management (on project level):
    • Has no user management permissions for the project nor the company itself.
  • Area Management (on project level):
    • Does not have area of her/his own and can only edit/access company projects she/he was invited to.
  • Billing:
    • Can have a personal HoloBuilder subscription outside the company subscription.

 

 

Enterprise ViewerEnterprise AdminGroup ManagerProject ManagerProject Admin 1Project Editor 1Project Viewer 1
Project levelCan unarchive project where they are assigned to
Can archive project where they have a role
Can download project where they have a role 
Can delete project 
Access to Project Properties
Can add PA to project
Can add PE to project
Can add PV to project
Can share project
Can edit project where they have a role
Can view project where they have a role
Can have a personal subscription
Can create projects outside the company if the user holds a personal subscription

1 Displayed in the User Directory as Member role. They don’t have access to the dashboard but can access the projects on the web editor using the ‘Share with me’ tab. These users still can have an active personal subscription and personal projects outside of the company.

 

Support

If you have any questions regarding roles and permissions on the Enterprise Dashboard or would like to get access to your own Enterprise Dashboard, please do not hesitate to reach out at support@holobuilder.com. We are happy to help.