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Permissions in Bluebeam Studio can accelerate collaboration or introduce risk. Use these best practices to stay in control.
Studio Sessions (real-time reviews)
- Apply the principle of least privilege: only enable markup, measurement, printing, and document add/replace for those who need it.
- Prevent accidental overwrites by disabling “modify other users’ markups” for most attendees; reserve it for leads or QA/QC.
- Require a Session password and set an expiration date to keep access time-bound.
- Archive the Session Record when complete and move finalized PDFs to a controlled Studio Project folder.
Studio Projects (document control)
- Define role-based groups (e.g., Design, GC, Subcontractors, Owners) and assign folder-level permissions instead of per-file settings.
- Keep default access read-only; grant edit/check-out rights narrowly and time-box them for active work.
- Restrict delete/rename and “move” rights to admins to protect file integrity and references.
- Use check-in/check-out consistently and require comments to maintain a clear audit trail.
Governance tips
- Onboard via a short “permissions 101” handout and a 10-minute walkthrough. Need materials? Consult NOVEDGE for rollout best practices.
- Review membership and rights at milestones and staff changes; immediately revoke access for departed team members.
- Standardize naming for groups and folders so permission intent is obvious (e.g., “01_Review_ReadOnly”).
Quick setup checklist
- Map roles and minimum rights before inviting users.
- Create groups, set folder permissions, then add users to groups.
- Test with a non-admin account; verify that restricted users cannot delete, rename, or modify others’ markups.
- Document the model and share it with project leads.
For licensing, admin training, or a permission-model review, partner with NOVEDGE to accelerate a secure, scalable Studio rollout.
