Project Roles

Understand the project roles in Cogram (Owner, Lead, Member, and Viewer) and what each role can do.

Every member of a Cogram project has a role: Owner, Lead, Member, or Viewer. Roles control what a user can see and do within a project.

Project roles are separate from Organization Roles, which control what a user can do across the entire organization, including creating and managing projects.

Role Overview

Permission	Owner	Lead	Member	Viewer
View meetings, reports, and files	✓	✓	✓	✓
Download files and export reports	✓	✓	✓	✓
View project members	✓	✓	✓	✓
Create meetings, reports, observations	✓	✓	✓
Upload and delete files	✓	✓	✓
Edit drawings	✓	✓
Update project settings	✓	✓
Add and remove project members	✓
Delete project	✓

Roles in Detail

Owner

Full control over the project. Owners can manage project settings, add or remove members, and create or edit any content.

Lead

A management role for people who run a project day to day without owning it. Leads can do everything a Member can, plus edit and delete drawings and change project settings. In Owner asset-visibility mode, Leads see all project content, just like Owners.

Leads cannot add or remove members, respond to access requests, or delete the project. Those actions stay with Owners.

Availability: The Lead role is available to organizations that have it turned on. If you don't see it in the role list, it isn't enabled for your organization yet.

Member

Can view all project content and create new content (meetings, reports, observations, files). Cannot manage project settings or membership.

Viewer

Read-only access. Viewers can view and download content but cannot create, edit, or delete anything. Useful for external stakeholders or clients who need visibility without edit access.

Note on meeting visibility: What meetings a Viewer can see also depends on the project's asset visibility setting. In Full mode, Viewers see all project meetings. In Owner or Restricted mode, Viewers only see meetings they own or participated in. See Asset Visibility for details.

Viewer is not the same as View & Respond. The project Viewer role (above) controls what a user can do inside one project. View & Respond is an organization-level access level that controls which modules a user is licensed for. See Licensing.

Assigning Roles

Owners assign roles when inviting a user to a project, or change them later in Project Settings > Members. Leads, Members, and Viewers can't change roles.

Group Access

You can assign an entire group to a project in Project Settings > Members and Groups. All members of the group automatically get access to the project as Members. The Owner and Lead roles can only be assigned to a person directly, not through a group.

Group-assigned users appear in a separate Via groups section in the members list. Their access is managed through the group; to remove a user's access, remove them from the group rather than from the project directly.

If a user is both directly added to a project and a member of an assigned group, their effective role is the higher of the two: a user directly added as Owner keeps the Owner role even if their group only grants Member access.