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Understanding user roles and permissions

From view-only access to full multi-client administration

Updated over 7 months ago

AIM provides a flexible, role-based access structure that ensures every user only sees and manages what they’re responsible for - making it easy to maintain security, clarity, and control across multiple clients, projects, and sites.

Access Hierarchy Overview

1. Client Super Administrator

Full control across one or more clients and everything below

  • Can create new clients

  • Can create and manage Client Administrators and Client Users

  • Can be assigned to multiple clients

  • Accesses all projects, sites, and users within assigned clients

  • Can masquerade as users of equal or lower permission levels

  • Can manage sub-clients and control site visibility

  • Has access to client-level settings, and permissions

2. Client Administrator

Manages users, projects, and sites within a single client

  • Can create other Client Administrators and Client Users

  • Automatically sees all sites associated with their assigned client

  • Can create/edit projects and sites (if permission is enabled)

  • Cannot access or create other clients

  • Cannot assign users to multiple clients

  • Cannot view outside their assigned client

3. Client User

Limited to specific sites they are assigned to

  • Can view and edit content only on explicitly shared sites

  • Cannot create projects, sites, or clients

  • Cannot invite or manage other users

  • Cannot see other sites within the client unless explicitly granted

  • Ideal for field teams, contractors, or collaborators with scoped access needs

4. Site Share (Non-User Access)

Temporary access via secure URL – no login required

  • View-only access to a specific site model

  • Can be customised to show/hide tags, documents, floorplans, etc.

  • Can be set to expire after a defined period

  • Perfect for external stakeholders or partners who need visual access without full user accounts

Role Comparison Table

Role

Login Required

View Sites

Edit Sites

Create Users

Multi-Client Access

Expiry Control

Masquerade

Site Share

🚫 No

βœ… Yes (limited)

🚫 No

🚫 No

🚫 No

βœ… Yes

🚫 No

Client User

βœ… Yes

βœ… Shared Only

βœ… Yes

🚫 No

🚫 No

🚫 No

🚫 No

Client Administrator

βœ… Yes

βœ… All (within client)

βœ… Yes

βœ… Yes (within client)

🚫 No

🚫 No

βœ… Yes

Client Super Admin

βœ… Yes

βœ… All (multi-client)

βœ… Yes

βœ… Yes (all roles)

βœ… Yes

🚫 No

βœ… Yes

Summary

  • Use Site Share for view-only, no-login access (with expiry)

  • Use Client User for focused collaborators with specific site access

  • Use Client Administrator for client-level control

  • Use Client Super Administrator for full, multi-client oversight

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