Seats, roles and folder permissions
You can give a reviewer access to every model your team works on without giving them a CAD seat, and change anyone's access later in two clicks.
Seats and roles are two different things
- Seat — what someone can do with files, and what you pay for.
- Role — what someone can do with the workspace and its folders. Two roles: Owner and Member.
Whoever creates the account becomes the Workspace Owner. Everyone invited afterward joins as a Member once they register. The original creator's role cannot be changed. Owners and Members are both billed as Editor seats.
The three seats
Seat | What it does | Where it works |
|---|---|---|
Editor | Full access — check files in and out, edit, release | Add-in and Web Dashboard |
Contributor | View files, comment on 3D and 2D, join the approval workflow | Web Dashboard only |
Viewer | View files and markups | Web Dashboard only |
Contributor and Viewer seats are on the Business Plus and Enterprise plans. They do not use the add-in, and they do not add storage.
What a Workspace Owner can do
- See every folder, subfolder and file, whoever created it
- Lock and unlock files, so a critical document cannot be edited
- Change anyone else's seat or role
- Act as approver on releases and revision approvals
Invite a user
- Open the user list in your workspace.
- Enter their email address.
- Pick the seat.
- Click Invite.
They get an email invitation with a link. A pending invite shows a Resend action in the user list if it goes unanswered.
Change access later
- Change someone's seat in the user list and it takes effect for them.
- Change their global role from the pull-down menu on the same screen.
- Deactivate an account when someone leaves. They lose access; their history and their comments stay where they are. Re-invite the same email and their account comes back.
Folder permissions
Folder access overrides the global workspace role. Someone can be a Member across the workspace and have no access at all to one folder, or full access to another.
- Go to Vault → Folders.
- Open the Actions menu on the folder.
- Click Users.
- Set the role for each person on that folder.
A folder is public — everyone in the workspace has access — or private — only the people you add directly do. Switch a folder between the two at any time after you create it.
Common questions
Does a reviewer need an Editor seat?
No. A Viewer seat opens models and markups in a browser, which is enough for most reviewers and non-CAD teammates. Give them a Contributor seat if they need to comment or approve.
Why can't I add a Contributor or Viewer seat?
Those two seats are on the Business Plus and Enterprise plans. Check your plan under Settings → Subscription.
Can I resend an invitation?
Yes. Pending invites show a Resend action in the user list.
What happens when I deactivate a user?
They lose access. Their history and comments stay. Re-invite the same email to restore them.
Who approves a release?
Workspace Owners are approvers by default. You can add others on the release itself — see Releases: revisions and approvals.
Someone has the wrong access to one folder only.
Folder permissions override the workspace role. Check Vault → Folders → Actions → Users on that folder.
Next: Upload CAD files
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Updated on: 08/21/2026
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