This reference lists all Report Forge roles and the complete set of actions each role can perform. Use this page to decide which role to assign when inviting a new user, and to check what a user can and cannot do.
Roles overview​
| Role | Purpose | Typical user |
|---|
| Viewer | Read-only access to published outputs shared with them. | Client, senior stakeholder, auditor. |
| Contributor | Fill in edition sections they are assigned to. | Project team member, discipline lead. |
| Reviewer | Review editions, add comments, request changes, approve. | Report manager, PMO reviewer, client representative. |
| Report Owner | Full blueprint and edition management for their assigned blueprints. | Report coordinator, PMO officer. |
| Admin | Full workspace access including user management and org settings. | System administrator, PMO manager. |
Permissions matrix​
Blueprint management​
| Action | Viewer | Contributor | Reviewer | Report Owner | Admin |
|---|
| View blueprint list | — | ✓ | ✓ | ✓ | ✓ |
| View published blueprint | — | ✓ | ✓ | ✓ | ✓ |
| Create blueprint | — | — | — | ✓ | ✓ |
| Edit draft blueprint | — | — | — | ✓ | ✓ |
| Publish blueprint | — | — | — | ✓ | ✓ |
| Archive blueprint | — | — | — | — | ✓ |
| Delete blueprint | — | — | — | — | ✓ |
| View blueprint version history | — | — | — | ✓ | ✓ |
| Restore previous blueprint version | — | — | — | ✓ | ✓ |
| Duplicate blueprint | — | — | — | ✓ | ✓ |
Edition management​
| Action | Viewer | Contributor | Reviewer | Report Owner | Admin |
|---|
| View edition list | — | ✓ | ✓ | ✓ | ✓ |
| View edition (read-only) | — | ✓ | ✓ | ✓ | ✓ |
| Create edition | — | — | — | ✓ | ✓ |
| Edit assigned sections (form mode) | — | ✓ | — | ✓ | ✓ |
| Edit assigned sections (grid mode) | — | ✓ | — | ✓ | ✓ |
| Edit any section | — | — | — | ✓ | ✓ |
| Submit edition for review | — | ✓ | — | ✓ | ✓ |
| Add review comments | — | — | ✓ | ✓ | ✓ |
| Request changes | — | — | ✓ | ✓ | ✓ |
| Approve edition | — | — | ✓ | ✓ | ✓ |
| Close edition | — | — | — | ✓ | ✓ |
| Re-open approved edition | — | — | — | — | ✓ |
| Delete edition | — | — | — | — | ✓ |
Output and export​
| Action | Viewer | Contributor | Reviewer | Report Owner | Admin |
|---|
| View published output in viewer | ✓ | ✓ | ✓ | ✓ | ✓ |
| Export to PDF | ✓ | ✓ | ✓ | ✓ | ✓ |
| Export to Excel | — | ✓ | ✓ | ✓ | ✓ |
| Export to Word | — | ✓ | ✓ | ✓ | ✓ |
| Generate new output | — | — | — | ✓ | ✓ |
| Design / edit output template | — | — | — | ✓ | ✓ |
| Configure export settings | — | — | — | ✓ | ✓ |
| Schedule automated export | — | — | — | ✓ | ✓ |
Admin and workspace​
| Action | Viewer | Contributor | Reviewer | Report Owner | Admin |
|---|
| Invite users | — | — | — | — | ✓ |
| Manage user roles | — | — | — | — | ✓ |
| Remove users | — | — | — | — | ✓ |
| Configure workspace settings | — | — | — | — | ✓ |
| Manage projects / portfolios | — | — | — | — | ✓ |
| Configure notification settings | — | — | — | — | ✓ |
| View audit log | — | — | — | — | ✓ |
| Configure API access | — | — | — | — | ✓ |
Assigning and changing roles​
Assign a role when inviting a new user​
- Navigate to Admin → Team.
- Click + Invite user.
- Enter the user's email address.
- Select a role from the dropdown.
- Click Send invite.
Change an existing user's role​
- Navigate to Admin → Team.
- Find the user by name or email.
- Click Edit beside the user's name.
- Select the new role.
- Click Save.
Role changes take effect immediately. The user does not need to log out.
Section-level permissions​
In addition to the workspace role, section-level permissions control which sections a Contributor can edit within an edition:
| Section permission | Effect |
|---|
| No access | The section is hidden from this user in the edition. |
| View only | The section is visible but read-only. |
| Edit | The user can edit all rows in the section. |
| Edit (assigned rows only) | The user can only edit rows they created or are assigned to. |
Section permissions are configured in the Blueprint Designer → Section → Permissions tab. They apply to Contributor-role users; Reviewers and Report Owners are not restricted by section permissions.
See Section Permissions for full configuration details.