Articles on: Projectfusion

Roles & Permissions Matrix

Projectfusion provides 6 distinct user roles to manage document access and permissions across your sites.


Each role is designed with specific capabilities to match different user needs—from view-only access to full administrative control.



📘 Key Notes on Permissions

  • All user roles only have access to sites they are assigned to.
  • For example, if a user is Manager on Site A, they cannot see Site B unless explicitly granted access.
  • Permissions are site-specific. Each role operates independently within each site.


🌐 Special Role: ADMINISTRATOR

  • The Administrator is a global role across the entire Projectfusion environment.
  • Admins can: Access all sites and documents.
  • View and manage users.
  • Access deleted items via the trashcan.
  • Modify any settings system-wide.


⚠️ Security Tip:

  • We strongly recommend enabling Two-Factor Authentication (2FA) for all Managers and Administrators.
  • You can remove Projectfusion support access by editing the built-in administrator user and changing its password.
  • Warning: Doing so will restrict our ability to offer support.
  • If you forget your own admin credentials after doing this, regaining access may be difficult.


*** For Consumer , Consumer ViewOnly & PDFPrint roles, Activity is only anonymised if the site is non-social.

Make sure the site is Private and Social is turned off ( This can be done from the ' Edit site details ' page )


Role

Access Level

Anonymity

Consumer ViewOnly

View documents online only. No downloads.

Activity anonymised by default

Consumer PDFPrint

Download watermarked, timestamped PDF versions.

Activity anonymised by default

Consumer

Download native format files and PDFs.

Activity anonymised by default

Contributor

Upload documents, edit/delete files uploaded by themselves, and download files.

Named activity

Collaborator

Edit documents across the site and download files. Only if the user owns the files/folders can they delete them.

Named activity

Manager

Full access to files and folders. Manage user access, custom reports, and site settings.

Named activity

Online Editor

Edit documents in the Secure Online Editor without downloading. Can create files/folders, view all members, and see full site activity.

Named activity





Updated on: 23/03/2026

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