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Permissions

How Permissions control what users can see and do in SiteRise.

Purpose

This article explains how Permissions control what different users can see and do in SiteRise.

Who Uses This

Administrators managing access, and anyone wanting to understand what they can/can't do based on their role.

How It Works

Permissions determine what a user can view or edit — from full internal access to restricted external partner access.

Permissions are typically tied to a user's Role and Company (see Roles and Companies), and can be customized per project.

Best Practices

  • Follow the principle of least privilege — grant only the access someone needs to do their job.

  • Review permissions whenever a team member's role changes or a project ends.

  • Use consistent permission templates across similar roles (e.g., all GCs get the same base access).

Troubleshooting

If a user can't access something they should, confirm their role and permissions are set correctly, and that they're linked to the right Company and project.

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