Edit Project Permissions

This how-to guide explains how to edit the permissions associated with Project Roles in Authorium. Permissions determine what users assigned to each role can view or manage within a project, such as documents, members, and forms.

When to Edit Project Permissions

You should edit Project Permissions when:

• You want to customize what each role can access or manage within a project.
• You need to limit or expand permissions for specific roles (e.g., restrict who can edit documents).
• You are implementing new roles that require tailored permissions.

To Edit Project Permissions

1. In the main navigation bar, click the three-dot menu next to your organization’s logo.
   
2. Select Roles & Permissions.
   
3. Open the Project Roles tab.
4. Click Edit Permissions to activate the Project Roles table.
   • Column headers represent roles.
   • Rows display the available permissions.
   
5. Use the toggles to activate or deactivate each permission for the selected roles.
6. Click Save to apply your changes.

Note

Some default roles include non-editable permissions, which appear grayed out in the table.

See Also

To complement your knowledge of this process, check the following pages:

• Create a New Project Template
• Add Form Builder Workflow Stage
• Create a Project Template from import file