Assigning Roles

When you create a new Citavi Cloud project, you automatically are assigned the "Owner" role. This role cannot be transferred. You can add additional team members to the project and assign them the following roles "Project leader", "Author", or "Reader". Here's what a team member can do with each role:

 

Owner

Project Leader

Author

Reader

Renaming projects

Yes

Yes

No

No

Changing the project description

Yes

Yes

No

No

Changing the project color

Yes

Yes

No

No

Deleting projects

Yes

No

No

No

Inviting team members

Yes

Yes

No

No

Removing team members

Yes

Yes

No

No

Assigning Roles

Yes

Yes

No

No

Editing project information

Yes

Yes

Yes

No

Viewing project information

Yes

Yes

Yes

Yes

Please note:

You will have read-only access to a project if you have no license for Citavi and the project contains over 100 references.

Important information for the "Reader" role:

Project members with the "Reader" role cannot add, change, or delete any project information. However, they can do the following:

Create a copy of a project to edit or share 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