Role upgrades

Planning roles are assigned dynamically based on user actions through time‑bound sessions. Role upgrades occur based on valid planning actions and are governed by session rules to ensure controlled access.

Session duration and start

• A session starts from the first planning action performed by a user (for example, opening a planning sheet).

• Each session has a fixed duration of 30 days.

Role upgrades and sessions

• When a planning action triggers an upgrade to a higher role, the system creates a new session for the upgraded role.

• The previous session is prorated based on the time already consumed.

Roles can only be upgraded to higher privilege levels. Downgrades are not supported within an active session.

Session expiry

• Each session automatically terminates after 30 days.

• After 30 days from the first action, a new session begins with the Viewer role.

Manual role upgrades

A user is initially assigned the Viewer role. To manually upgrade, select the role and select the upgrade option.

Accept the upgrade notification to proceed with the role change.

Upgrade prompts

• Upgrade prompts are disabled by default.

• A workspace‑level setting controls whether users are prompted before a role upgrade occurs.

• When enabled, an upgrade notification appears before the role is upgraded.