The CDE in BIMWorkplace allows project managers to control who can view, download, upload, edit, or delete documents — ensuring both data security and efficient collaboration.

By setting permissions carefully, you can make sure the right people have the right level of access – without risking unwanted changes.

1 – Accessing Permissions

1. In the folder tree, click the three-dot menu from the folder you want to manage access.
2. Select “Permission Settings”.

2 – Assigning Permissions

• Use Groups for Efficienty – Assign permissions to a company or team so all members inherit the same access level.
• Inheritance Rule – The highest permission set at a folder level will apply to all its subfolders, unless explicitly changed.

Available permissions levels are:

• Read only – View files only (no download).
• Read + Download – View and download files, but no changes allowed.
• Create – View, download, and upload files, but cannot edit or delete.
• Edit –View, download, upload, and edit files, but cannot delete them.
• Manage – Full control over files in the folder.

3 – Applying Permissions

1. Select the Users, Companies or Teams tab where you want to assign permissions
2. Select the desired permission level from the list.
3. If you want to add a specific user who is not yet listed in the tab, click Add User, choose the user, and assign the desired permission level.
4. Click “Apply” — permissions take effect immediately.

4 – Best Practices

• Limit “Edit” or “Manage” permissions to trusted team members responsible for document creation and updates.
• Use Read Only for clients, consultants, or stakeholders who just need to review files.
• Keep your CDE structure clear and consistent – this makes permission management easier.
• Review permissions periodically, especially when workplace members join or leave the project.