Light users are only available on special edition plans, for more information please contact your Account Manager.
In this help article we will take a closer look at the specific permissions Light users have in the account and on proofs they are added to. For a quick cheat sheet on the Light user permissions, check out the permissions table in the last section of this help page.
Light users can use the Proofs awaiting decision chart to manage their workload, this chart shows the proofs they need to make a decision on. The Proofs to manage chart will remain empty because Light users don’t have the ability to create or own proofs.
One of the great features of the Light user profile is the fact that they don’t have access to your Contacts list. This is a perfect solution in a situation where you’d like to give someone access to a dashboard, but you don’t want to share any account information with them.
In the sidebar a Light user will see the standard Views that they can use to filter the proofs in the account that were shared with them. If any Custom Views were shared with a Light user, they can see them and export them to a CSV.
If the Dropzone is active in the account, it will be visible to the Light user. They can submit proofs to the Dropzone, however are not able to manage them.
The list of folders Light users will see includes all public folders as well as private folders that were specifically shared with them. If tags were used on any of the proofs shared with the Light user, they will be able to see them in the tag list in the sidebar.
Light user, like any other user in ProofHQ has access to their own Personal settings, however their view is limited to the Settings and Integrations tabs. In Settings they can update their personal information and view the account information. The Integrations tab lets them connect their profile with their Basecamp account.
Light users have access to the Proof details page for every proof that was shared with them, however they don’t see the full details. They don’t have access to the Activity and Messages logs and are not able to edit any proof settings. Light users can view Custom Fields used on the proof but are not able to edit them.
For a list of proof permissions, please take a look at the section below.
Light users can view the File details page for any files that were shared with them and can download the file from that page.
- Read Only - can view the proof and the comment list
- Reviewer - can make comments but is not able to make a decision on the proof
- Approver - can make a decision but is not able to make comments
- Reviewer and Approver - can add comments and make a decision on the proof
Light users cannot be assigned the roles of Authors or Moderators or made owners of proofs.
Just like any other reviewer, Light users can attach files to comments, download the original file (if this setting is allowed on the proof), can generate the Print summary with a list of comments, markups and decisions made on the proof and export the proof to Excel. They are not able to set Actions on comments, lock comment threads or resolve comments.
Use the Proofs to review chart
Use the Proofs to manage chart
Use Standard Views
View Custom Views that were shared with them
Export Custom Views that were shared with them to a CSV file
Create or edit Custom Views
View public folders
View private folders that were shared with them
Create or edit folders
View tags that were used on proofs and files shared with them
Create or edit tags
Add tags to proofs and files
View the Dropzone
Submit proofs to the Dropzone
Manage Dropzone proofs
View the Proof details page
View the proof settings
Edit the proof settings
View Custom Fields used on the proof
Edit Custom Fields used on the proof
Download the original file
Request a Print summary
Export the proof to an Excel file
View the Activity and Messages logs
Use the compare tool
Delete their own comment if no reply was posted*
Edit their own comment if no reply was posted
Make decisions (depending on the proof role)
Be assigned the proof role of Read Only, Reviewer, Approver or Reviewer and Approver
Be assigned the proof role of Author or Moderator
Delete other reviewers’ comments
Edit other reviewers’ comments
Use @ mentions
Use Actions on comments