Organization level
To view and manage roles for your organization, click the person icon at the top right of the screen within your Novorender organization and select “Organization Settings.” This section has two main pages:
User Roles
Role Assignments
User Roles is where you can add or edit roles. Novorender includes four standard roles:
Organization Administrator
Ideal for one or a few key members in the organization. This role grants access to everything, including creating new projects, defining roles, and editing user access at the organization level.
Project Administrator
Has full access within a specific project but cannot create new projects or roles.
Viewer Admin
Can perform advanced functions in Explorer, including creating public bookmarks and groups, but lacks access to Projects and file syncing.
Viewer
Can view models in Explorer but does not have access to Projects or advanced features in widgets.
To add new roles, click “Add” in the top right corner and select permissions for the role. New roles can be assigned to users at the organization level, which grants access across all projects, or within specific projects. Roles are created for the organization, not within individual projects. For example, a “Project Manager” role will have the same permissions in both Project A and Project B.
Role Assignments provide an overview of everyone with access to your Novorender organization. This includes:
Name: The user’s name
Type: Distinguishing between users, Entra groups and Tenant ID
Roles: The roles a user holds in the organization, across all projects
Expiry: Shows if the user’s access is time-limited
Access: An overview of the projects the user can access and their roles in each project
Actions: Options to edit a user’s name, organization roles, or delete the user
Projects level
The “MEMBERS” tab in each project provides an overview of users and their roles within that specific project. You can edit a user’s role by clicking the pencil icon on the right. The four standard roles and any additional roles created within your organization are available for selection.
In the “RESOURCES” tab, roles can be assigned specific access to folders. By selecting the three dots next to a folder, you can choose “View Access” to see all permissions available for that folder. By default, Organization Administrator and Project Administrator will have access to all these permissions, since these Roles have these permissions inherited. Additional roles can be granted access to folders by selecting the role in “Directly Assigned.” Permissions assigned to a folder will automatically apply to all subfolders.
Video transcript
0:00 Hi and welcome to this video where I'm going to explain user roles and role assignments. So how you get access to role assignments and user roles is by clicking the user icon and then clicking your organization.
0:16 What you will see is you will have two different tabs on the left hand side, so I'm going to explain you that.
0:20 So let's roles first. These are the roles you can have within your company. So before we had viewer, viewer admin and administrator.
0:28So you can see that they will have different accesses based on the type of role. And I'm going to explain that a bit more in detail.
0:36So you can see a viewer only has access to the widgets in C++. But it doesn't have any access to do any file management.
0:44That means uploading files and projects or deleting files and so forth. While as an administrator has a lot more access in terms of projects and on the organization level, we have the final button here.
1:00Which means authorization B2, which actually enables the person to access, uhm, this view. So I'm going to create a new view, uhm, role.
1:13I'm going to call it Super Admin. Access to everything. And I'm going to copy the Admin role, because it's quite similar, and I'm going to add it.
1:27And I'm also going to tick this box, and then I'm going to click Save. This role will now have access to everything that you can do with the NovRender, while as, for example, the viewer only has access to stuff to do in the scene.
1:43You could also, for example, add an External role, and copy the Viewer role, and add it. You could, for example, say that the External role should have not access to these two widgets, and within the, uhm, within Integrations shouldn't have access to, for example, BeamTrack and DDO, then you can save
2:13 for that. So, External now will only have access to everything except the D2BeamTrack widget, and also not have access to these widgets, even though they are active in a project.