Team Roles and Permissions
Understanding Roles
Plotstuff uses a role-based access control system with three levels: Admin, Editor, and Viewer. Each role defines what a team member can see and do within the platform. Assigning the right role ensures that people have the access they need without exposing sensitive settings or allowing unintended changes.
Roles are assigned at the team level, which means a team member has the same role across all projects owned by that team.
Role Breakdown
Admin — Full access to everything. Admins can create and delete projects, manage team members, change billing settings, configure workflows, and perform all actions that Editors can. Every team must have at least one Admin.
Editor — Can work on projects day-to-day. Editors can upload floorplans, create and edit asset types, place and move assets, create and manage flows, and generate exports. They cannot manage team membership, billing, or delete projects.
Viewer — Read-only access to all projects. Viewers can browse floorplans, view placed assets, and download reports, but they cannot create, edit, or delete anything. This role is ideal for stakeholders who need visibility without the risk of accidental changes.
Assign the Viewer role to clients and external stakeholders who need to monitor project progress. For team members actively working on the project, use Editor. Reserve Admin for project leads and account owners.
Changing Roles
Admins can change any team member's role at any time from the Team Settings page. Role changes take effect immediately — there is no need to log out and back in. If you downgrade someone from Editor to Viewer, they will immediately lose the ability to make changes, though they can still view everything.
Be thoughtful about role changes during active projects. If an Editor is in the middle of placing assets and their role is changed to Viewer, their current session will reflect the new permissions on the next action they attempt.
You cannot remove the last Admin from a team. If you need to transfer ownership, first promote another team member to Admin, then adjust the original Admin's role.
Related Articles
Getting Started
Inviting Team Members
Invite colleagues to your Plotstuff team, assign roles, and start collaborating on projects together in real time.
Collaboration
Sharing with Stakeholders
Share project views and approval flows with external reviewers who do not have Plotstuff accounts. Generate shareable links for easy access.
Account & Billing
Account Settings
Update your profile, email address, display name, and preferences. Manage your Plotstuff account from one central settings page.