User Permissions

This reference covers the complete permission model in Ex-Online, including account-level roles, project-level roles, and active status.

Role Summary

The following table summarises the key differences between account roles:

Feature	Member	Manager	Owner
Open assigned projects	Yes	Yes	Yes
See all projects in account	No	Yes	Yes
Accounts Page: PROJECTS tab	Yes	Yes	Yes
Accounts Page: MANAGERS, MEMBERS, EVENTS tabs	No	Yes	Yes
Create / delete projects	No	Yes	Yes
Export projects from dashboard	No	Yes	Yes
Manage account resources	No	Yes	Yes
Add / remove Managers	No	Yes	Yes
Add / remove Owners	No	No	Yes

Within a project, capabilities depend on the project role (Editor or Read-Only). See Project Permissions for the full matrix.

Account permissions determine what users can do across the entire account.

Role	Description
Owner	Unfettered access to the account and all user permissions, including other Owners
Manager	Same access as Owner, except cannot add/remove or edit Owner permissions
Member	No access to user permissions; can only view projects they’ve been assigned to

Capability	Owner	Manager	Member
Edit Owner permissions	Yes	No	No
Edit Manager permissions	Yes	Yes	No
Edit Member permissions	Yes	Yes	No
Add/Remove Owners	Yes	No	No
Add/Remove Managers	Yes	Yes	No
View all projects	Yes	Yes	No
Edit all projects	Yes	Yes	No
View assigned projects only	Yes	Yes	Yes
Create new projects	Yes	Yes	No
Delete projects	Yes	Yes	No

Project permissions determine what users can do within a specific project.

Role	Description
Account Owner/Manager	Full project access plus ability to manage project users
Editor	Can modify data, documents, defects, and actions, but cannot manage users
Read-Only	Can only view the project; cannot make any modifications

Capability	Owner/Manager	Editor	Read-Only
View project data	Yes	Yes	Yes
Edit equipment	Yes	Yes	No
Add/Edit documents	Yes	Yes	No
Create/Edit defects	Yes	Yes	No
Create/Edit actions	Yes	Yes	No
Upload IWPs	Yes	Yes	No
Download IWPs	Yes	Yes	Yes
Export data	Yes	Yes	Yes
Edit user permissions	Yes	No	No
Invite new users	Yes	No	No
Create backups	Yes	Yes	No
Restore backups	Yes	Yes	No

The active status provides temporary access control without removing users.

Status	Description
Active	User has access according to their role
Deactivated	User is temporarily blocked from accessing the project

Action	Effect	Reversible
Deactivate	User can’t access but remains in user list	Yes - Reactivate
Remove	User is removed from project entirely	Re-invite required

Users added via the Managers Tab are:

Only Account Owners and Managers can add personnel to projects. Editors can attach documents to existing personnel. Read-Only users can view personnel documents.