Assigning Roles

When you create a new Citavi Cloud project, you are automatically assigned the "Owner" role. This role cannot be reassigned. You can invite other team members and assign them the roles of "Project Leader," "Author," or "Reader."

	Owner	Project Leader	Author	Reader
Rename a project	Yes	Yes	No	No
Change the project description	Yes	Yes	No	No
Change the project color	Yes	Yes	No	No
Delete a project	Yes	No	No	No
Making copies of projects	Yes	Yes	Yes	No
Invite participants	Yes	Yes	No	No
Remove participants	Yes	Yes	No	No
Assign roles	Yes	Yes	No	No
Edit content	Yes	Yes	Yes	No
Read content	Yes	Yes	Yes	Yes

Please note

If you do not have a Citavi Web license, you cannot open the projects. A license for Citavi 6 or older does not automatically apply to the web version.

Important information about the role of Reader

Team members with the Reader role cannot add, change, or remove content. However, they can do the following:

Create a copy of a project in order to edit it or share it in the cloud.
Copy references to another project
Download attached PDF files
Create Word documents with the Citavi project and the Citavi Word Add-In