Account Level Roles & Permission
Role | Account Permissions | Project Permissions |
Admin Responsible for managing the overall account and settings of Bild |
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Member Day-to-day user of Bild |
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Viewer Passive user of Bild |
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Project Level Roles & Permissions
These are the out-of-the-box project level roles you can assign a team member.
Remember Viewer Members can only be assigned a Viewer level role for a project.
Remember Editor Members can be assigned any of these out-of-the-box project level roles or a custom role for a project.
Action Category | Action | Editor | Viewer |
Feedback |
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| Create Feedback | X | X |
| Edit Feedback | X | X |
| Move feedback across columns | X | X |
| Comment on feedback | X | X |
| Delete feedback | X | X |
File Management |
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| Add files | X |
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| Delete files | X |
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| Move files | X |
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| Edit metadata of files | X |
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| Edit children files | X |
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| Download files | X | X |
| Rename folders | X |
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| Create NMCs | X |
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| Generate Download STPs and STEP (Universal) | X |
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| Lock/Unlock files | X |
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| Create Package | X |
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Versioning |
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| Check Out / Check In for Versioning | X |
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| Revert to previous version | X |
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| View activity tab for versioning | X | X |
Revision |
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| Release or Cancel Revision | X |
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| Edit Revision | X |
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ECO |
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| Create ECO (Engineering Change Order) | X |
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| Add Files to an ECO | X |
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| Edit ECO | X |
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| Remove Files from an ECO | X |
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| Cancel ECO | X |
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Approvals |
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| Create approval | X |
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| Close approval with Approved, Rejected or Cancelled status | X |
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| Review (only these people can be added as reviewers) | X | X |
| Comment on approval | X | X |
Projects |
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| Delete project | X |
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| Rename project | X |
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| Add users to project | X |
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| Remove users from project | X |
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| Change user permissions for project | X |
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| Revert commits in project | X |
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| Create branch in project | X |
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| Delete branch in project | X |
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| Change default branch in project | X |
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| Remove branch in project | X |
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| Merge branch in project | X |
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Sharing |
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| Create version-specific link for sharing | X | X |
| Create link for file sharing | X | X |
| Regenerate link for sharing | X | X |
| Delete links for sharing | X | X |
BOMs |
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| Create BOMs | X |
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| Create versions for BOMs | X | X |
| Create approvals for BOMs | X |
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| Release BOMs | X |
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| Edit BOMs | X |
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| Export BOMs | X | X |
| Create views for BOMs | X | X |
Suppliers |
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| Add suppliers from files | X | X |
| Remove suppliers from files | X | X |
| Edit Metadata permissions of files for suppliers | X |
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| Update suppliers | X |
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Creating Custom Roles & Permissions
Only Admins can create custom roles:
Go to Company Settings in your global settings in the top right-hand corner
Click on the User Management tab
Click Roles
Select Add Roles
Title the role and specify the roles' permissions by selecting the checkboxes for each action
Click Create