Learn how to manage roles and permissions in STAGES with this step-by-step tutorial. Assign user roles, control access levels, and enhance collaboration within your digital twin projects. Perfect for AEC professionals looking to streamline project management and security.
Step-by-Step Guide for AEC Professionals
1. Understand STAGES User Roles & Permissions
STAGES provides flexible user role management designed for collaborative construction project environments. Typical roles include:
- Owner/Admin: Full access, project creation, role assignment
- Manager/Coordinator: Project editing, note & issue management
- Viewer/Stakeholder: Read-only access, view comments, download reports
2. Create an Organization in STAGES
- Login to your STAGES account.
- Navigate to the “Organization” tab.
- Click “Create Organization”.
- Assign a name, description, and default settings for your organization.
3. Set Up a New Project
- Open the “Projects” section within your Organization.
- Click “Create Project”.
- Define project name, description, and upload associated scans (Matterport, BIM, CAD).
- Assign your project to a specific organization or team.
4. Invite Users & Assign Roles
- Within the Project Dashboard, select “Manage Users”.
- Enter the email address of the person you want to invite.
- Assign a Role:
- Admin: Full project control.
- Editor: Can add notes, upload scans, manage issues.
- Viewer: View-only access, no edit permissions.
- Send invitation — user will receive access link.
Role-based access is project-specific, allowing control over sensitive project data
4. Invite Users & Assign Roles
- Within the Project Dashboard, select “Manage Users”.
- Enter the email address of the person you want to invite.
- Assign a Role:
- Admin: Full project control.
- Editor: Can add notes, upload scans, manage issues.
- Viewer: View-only access, no edit permissions.
- Send invitation — user will receive access link.
Role-based access is project-specific, allowing control over sensitive project data.
5. Manage User Permissions
- Go to “Users & Permissions” in the Project Settings.
- Adjust permissions:
- Access to Notes & Annotations
- Timeline Viewing
- Issue Management Access
- File Download Permissions
- You can modify or revoke access at any time.
6. Collaboration & Communication
- Use STAGES collaboration tools like Notes, Annotations, and Issue Manager to work together on the project.
- Each permission level determines whether users can comment, resolve issues, or only view updates.
7. Review Activity & Manage Logs
- STAGES maintains a full activity log of user actions.
- You can monitor collaboration progress and ensure accountability.
8. Change Roles or Remove Users
- Navigate back to “Manage Users” anytime.
- Change user roles as the project evolves or remove them when no longer needed.
Benefits for AEC Professionals
- Enhanced collaboration on construction projects
- Clear access control improves project security
- Cross-sector communication with defined user responsibilities
STAGES' permission system is tailored for complex project environments like construction monitoring & issue management.
