Rights and access

Who sees what in Comiror: members of your organization, invited people, the eight rights and the four ready-made profiles.

In Comiror, members of your organization see and edit everything it owns. Rights are for the people you invite: a client, a subcontractor, an inspector. For each of them, you decide what they can do, and on which part of your tree.

Inviting someone

From the Sharing panel of a client, a project, a folder or a file, the Invite button opens the invitation window. You add people from your contacts or by their email address:

  • They already have a Comiror account: access is immediate, and they are notified by email.
  • They don’t have an account yet: they receive an invitation by email. When they create their account from that link, they find the access you prepared for them.

Pending invitations stay visible in the panel: you can resend or revoke them.

To show a single file to someone who doesn’t need an account, a viewing link is simpler: see the guide Share a file by link.

Access given higher up applies to everything below

Someone invited on a client can reach all of its projects, folders and files, including those added later. You don’t have to invite them again after each upload.

On an element further down, you can customize their rights: narrow them on a sensitive folder, or widen them on the file they need to approve. That setting in turn applies to everything the element contains. Removing the customization gives them back the rights inherited from the level above.

The panel always shows where a right comes from: "inherited from the parent", "via profile", or "set here".

The eight rights

For each invitation, you pick a ready-made profile. From the Solo plan, you can also tick the rights one by one:

  • View the file: open and read the file. Removing it on a folder closes access to it, along with every other right.
  • Section view: slice the part with a plane to look inside.
  • Exploded view: separate the parts of an assembly to see what it is made of.
  • Measure: add dimensions and measure, on a 3D part as well as a DXF or DWG drawing.
  • Annotate: drop markers on a part, annotate a drawing, highlight a PDF.
  • Download: get the file exactly as it was uploaded, including an original STEP or IGES model.
  • Approve: set the file status, approved or rejected.
  • Add a component: attach a part to the file, position it and check for interferences.

Four ready-made profiles

Profile Rights For whom
Reader View the file A client reviewing their deliverables
Annotator Reader + section view, exploded view, measure, annotate A client invited to give feedback
Approver Annotator + approve A project owner, an internal inspector
Full collaborator All eight rights, download included A trusted subcontractor

Only the Full collaborator downloads: the other three profiles review files without taking them away.

Your own profiles

From the Solo plan, an administrator of your organization can create profiles, from scratch or by duplicating a Comiror profile, from Settings → Permission profiles. A profile stays linked to the people who use it: changing its rights updates them everywhere it applies.

The external approver

Someone invited with the Approve right can do one thing on the file: set it to approved or rejected. They can’t rename, move or delete it. That is exactly what you expect from a project owner checking a drawing.

Requesting an electronic signature stays reserved to members of your organization: the request is sent on its behalf.

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