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Understand your role

Getting started

Your access and experience in ProjectSight depend on your role. Roles control what you can see and what actions you can take within the project.

Tip: Roles are usually set up during onboarding. If you're unsure about your access, check with your project administrator.
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Project administrator

Administrators manage setup and access. They configure roles, invite users, and control permissions across the project.

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Project user

Most team members are project users. They work with drawings, RFIs, submittals, and daily reports based on their assigned permissions.

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Subcontractor

Subcontractors are typically given limited access. They may view drawings, respond to RFIs, or submit documents, but usually do not see financial or administrative data.

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Can't access something?

If you can't see or edit certain records, it is usually due to your role. Contact your project administrator and explain what you need access to.

👉 Related articles:

Manage permissions and user access
Fix common issues

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