Adding Members & Assigning Roles

Adding Members & Assigning Roles

Roles & Permissions

Adding Members & Assigning Roles

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In CAD ROOMS, collaboration starts by inviting members into your Workspace and assigning them appropriate roles. Roles control what each user can access — from full administrative control to simple read-only viewing.

Who Can Invite Members?

Only users with the following roles can invite new members to a workspace:
  • Workspace Owner
  • Workspace Admin

About Roles

Before sending invitations, it’s important to understand the available roles. You can click on Role to view descriptions of each available role:
  • Owner – Full permissions. This role is transferable but cannot be assigned during invitation.
  • Admin – Manage members, projects, and workspace settings.
  • Member – Collaborate on projects with standard permissions.
  • Guest – Guests are fir when you need to securely share files with external users. They do not consume seats and by default only have read-only access to the specific file(s) and their specific revision.
📌 Tip: Use Guests when you only need to share specific files with external stakeholders, without giving them membership.

Steps to Invite Members

Members page in CAD ROOMS Workspace settings for inviting team members and assigning Owner, Admin, or Member roles.

1. Open the Members Page

  • Go to your workspace.
  • In the left sidebar, click Members.

2. Enter Invitation Details

  • Type the email address of the person you want to invite.
  • Assign them a role (Member, Admin, or Owner).

3. Send the Invitation

  • Click Invite to send the invitation email.

Managing Invitations

  • Pending invites appear in the Members tab with a Pending status.
  • You can resend or cancel invitations at any time before acceptance.
  • Once accepted, the user will appear under the Active Members list with their assigned role.

Managing Members

  • Change Role → From the member list, update a user’s role using the role dropdown.
  • Remove a Member → Click the “⋮” menu next to a user and select Remove from Workspace.
  • Reassign Projects → Before removing a user, transfer ownership of any projects they created.

✅ Best Practices

  • Assign roles carefully to avoid confusion about permissions.
  • Remove inactive users regularly to optimize license costs and minimize security risks.
  • Check your billing overview often to track seat usage and adjust your subscription as your team grows.

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