How to Manage User Access in PIONEER

Last updated: October 30, 2026

Review a user’s access, change their role or project assignments, or remove access from an account. These changes require account Admin access.

Before You Start

  • Confirm the user’s email address and the account you intend to change
  • Check which projects and permission level the user needs
  • Check available seats before assigning a paid role
  • Keep an account Admin available when changing your own access

Account Editors can add users as Viewers, but cannot change or remove existing access. Editors whose access is limited to specific projects cannot add users. Teams management is Admin-only.

Find the User

  1. Open Account Settings from your name at the bottom left of PIONEER.
  2. Select Users under Account Admin.
  3. Search for the user or narrow the list with the account and project filters.
  4. Open the user’s ⋮ menu in the Actions column.

User Actions menu with View details, Edit access, and Remove access.

Open the Actions menu for the user whose access you want to review.

Change Access

  1. Select Edit access.
  2. Find the account you intend to change.
  3. Choose All projects for account-wide access or Project access only for selected projects.
  4. For account-wide access, select the Permission level.
  5. For project-only access, add the required projects and select a role for each project.
  6. Review the account, scope, and roles.
  7. Click Save changes.

Edit access dialog showing All projects, Permission level Editor, and Save changes.

Check the account, project scope, and permission level before saving.

Changing between account-wide and project-only access replaces the existing account and project assignments for that account. Review the complete assignment before saving, especially if the user also belongs to Teams.

Understand Overlapping Roles

Users can have account-wide access, project-specific access, or both. When roles overlap for a project, the higher role determines the user’s permissions for that project.

Bulk actions can still be unavailable when the selected inspections include different access levels. Narrow the selection to inspections with the required permissions. If an action is unavailable despite the expected role, ask Support to check the assignments.

Admin and Editor assignments share Office seats. Uploader assignments use Uploader seats. Viewer access is free. Paid roles require an available seat even when access is limited to specific projects. Contact your Account Manager for additional seats.

Remove Access

Remove access removes access from every removable account on that user’s row that you administer, including project access and team memberships in those accounts. The confirmation shows an account count, not a separate choice for each account.

  1. Open View details and review the user’s accounts.
  2. Return to the user’s Actions menu.
  3. Select Remove access.
  4. Check the account count in the confirmation.
  5. Confirm only if the full removal scope is intended.

If that scope is broader than intended, cancel and ask Support for help. Removing access does not delete the person’s PIONEER login or recall an invitation email.

Check That It Worked

After an edit, look for User access updated and check the user’s role and project access. After removal, look for User access removed and confirm that the intended account access is no longer listed.

Troubleshooting

Edit Access or Remove Access Does Not Work

Confirm that you are an Admin on the account. Editors may see these menu items, but cannot change or remove existing access.

A Paid Role Cannot Be Assigned

Read the seat-limit message and check the Seat usage cards. Contact your Account Manager if additional seats are needed.

The User Cannot Sign In

Use the signup and login guide for verification or password recovery. Do not remove and re-add access to change someone’s sign-in method.

Still Need Help?

Use the chat widget in PIONEER to contact our support team.

If you cannot access the chat widget, email help@sewerai.com.

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