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
Making copies of projects	Yes	Yes	Yes	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 need a Citavi Account and a license for Citavi to access projects.

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