To control who can upload, download, edit, and manage content in Pirros, assign roles. Roles are created at the firm level, and users are assigned a role within each workspace — so the same person can be an Admin in one workspace and a Member in another.
Default Roles
Admin — Full access to everything. Best for firm owners, practice managers, and IT administrators.
Upload and delete content
Invite and remove users
Configure all settings
Access analytics and management tools
Member — Standard access for day-to-day use. Best for architects and engineers who need to find and download content.
View and download details and families
Create flags and submit requests
View firm stashes
Cannot upload content or access analytics
View Only — Read-only access. Best for consultants or external reviewers.
View details, projects, families, and firm stashes
Cannot download, create, edit, or delete anything
IT Administrator — User management only. Best for IT staff who manage accounts but don't use the content.
Invite users, update roles, delete users
No content permissions by default
Custom Roles
Create custom roles with any combination of permissions. Custom roles:
Can be tailored for specific workflows (e.g., Project Manager, BIM Coordinator)
Can be edited as needs change
Can be deleted if no users are assigned to them
Are firm-specific
When creating a custom role, start from one of the default templates (Admin, Member, View Only, IT Administrator) and adjust.
Permission Categories Reference
Permissions are organized into the following categories:
Details
Typical details: create, edit, delete, revert, download, upgrade Revit version
Project details: create, view, edit, delete, revert, download, upgrade Revit version
Download Reference Only (bypass the request process)
Tickets
Create tickets (project requests, reference only requests, typical version requests)
View tickets in Management tab
Edit/approve/deny tickets
Flags
Create flags on content
View all flags in Management tab
Resolve and remove flags
Projects
Create, view, edit, delete projects
Toggle Reference Only on entire projects
Firm Stashes
Create, view, edit, archive, delete firm stashes
Analytics
View workspace analytics in Management tab
Typical Suggestions
View Pirros Suggestions in Management tab
Tags
Create, edit, delete tag definitions
Source Files
Create (upload), view, edit, delete source files (.rvt, .rte, .rfa)
Project Filters
Create, edit, delete project filters
Users
Invite users, update user roles, delete users
Roles
Create, edit, delete custom roles
Settings
Edit firm-wide display settings
Edit workspace settings (uploads, filters, tags, saved views)
Workspaces
Create, edit, delete workspaces
Workspace Views
Create, edit, delete firm-wide saved views
Associations
Manage associations between details and families
Bulk Edit
Export content to Excel and bulk-edit tags and notes
SSO
Create and configure SSO connections, JIT provisioning, and SCIM settings
Families
Manage typical families (create, edit, delete, revert, download, upgrade)
View families
Create/upload new families
Edit/update existing families
FAQ
Q: Can a user have different roles in different workspaces?
A: Yes. Roles are assigned per workspace. A user can be an Admin in one workspace and a Member in another.
Q: How do I create a custom role?
A: See "Create Custom User Roles" for step-by-step instructions.
Q: What happens if I change a role's permissions?
A: The change takes effect immediately for all users assigned to that role.
Q: Can I delete a default role?
A: No. Default roles (Admin, Member, View Only, IT Administrator) cannot be deleted. You can only delete custom roles that have no users assigned.
Q: What does "Revert" mean in the permissions?
A: Revert allows a user to roll back a detail or family to a previous version. This changes the active version for everyone — use with caution.