Overview
This article explains how view and edit permissions work for Buildings and Subsites, including how access is determined based on account permissions, user roles, and strategic client relationships.
Key Definitions
Account Permission
Refers to the setting:
“Access Buildings and Sites without an Invitation, and enter new addresses” (found under Account Types).
Strategic Client Match
Access to a Building or Subsite depends on whether a strategic client match is met.
Strategic Client Match Rules
For Buildings
A Building meets the strategic client match condition if any of the following is true:
Building owner company is empty
User has no strategic client record
User’s strategic client matches the building owner company
User’s strategic client matches any occupant company (Building Details → Occupants)
For Subsites
A Subsite meets the strategic client match condition if any of the following is true:
Subsite occupant company is empty
User has no strategic client record
User’s strategic client matches the subsite occupant company
Building Permissions
Edit Access
Users can edit a Building only if all conditions are met:
Strategic client match = TRUE
Account permission is enabled
User is:
The Building creator, or
Invited as a Building editor
View Access
Users can view a Building if either condition is met:
Strategic client match = TRUE
User has view access to at least one Subsite under the Building
Subsite Permissions
Edit Access
Users can edit a Subsite only if all conditions are met:
Strategic client match = TRUE
Account permission is enabled
User is:
The Subsite creator, or
Invited as a Subsite editor, or
Has edit access to the parent Building
View Access
Users can view a Subsite only if:
Strategic client match = TRUE
Projects Tab (Building Details → Occupants)
All projects are visible in the list
Project links are clickable only if the user has access to that project
The Project Summary tab displays stats for all projects
The Assigned Projects count reflects the total number of projects listed
Occupants Tab
No permission restrictions apply
All occupant data is visible
Buildings List (Paginated View)
Each Building shown must meet Building View Access rules
Address Dropdown (Project Settings / Project Wizard)
This dropdown combines both Buildings and Subsites:
If a Building has Subsites → the Building will not appear, only its Subsites
Each Building must meet Building View rules
Each Subsite must meet Subsite View rules
Important Behavior & Use Cases
1. Building Access Does NOT Grant Subsite Access
Users may:
View a Building
But not see any Subsites under it
Subsite lists will be filtered based on Subsite permissions.
2. Subsite Access DOES Grant Building Access
If a user can view a Subsite:
They will automatically be able to view its parent Building
Summary
Access is controlled by a combination of:
Strategic client match
Account-level permissions
User role (creator, editor, etc.)
Building and Subsite permissions are related but not identical
Subsite visibility can expand Building access—but not the other way around