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User Roles Explained
User Roles Explained
Thomas Whalley avatar
Written by Thomas Whalley
Updated over a week ago

Company Level Roles

Company Administrator

Ability to edit company and sub regions, offices and projects created under the company.  Rolls down to all offices, regions and projects below the selected company.

Permissions & Descriptions:

  • Address Book - Address Book Manager - Can edit office address book. Should be set at Office level role or higher role that rolls-down.

  • Billing -full permission

  • Bluebeam Studio - Authorize, create edit and delete Studio Projects and files

  • Budget - Budget Administrator -All the permissions of a Budget Editor, plus the ability to Override and Unlock a project budget.

  • Change Order - Change Order Creator - User can create and edit change orders.

  • Company - Company Manager - Ability to change company structure, details and address. Should be added to company tier roles.

  • Contracts - Contract User

  • Equipment Log - Equipment Log Manager - User can add to and edit items in the equipment log and import from master list. Should be set at project level role or higher role that rolls-down.

  • Field Reports - Delay/Issues/Field Reports/Time Cards - Add/Edit/View/Delete - User can Add, Edit, View and Delete in all modules.

  • Home Page - Allows the home button to show up.

  • Project Admin - Project Manager - User can create and edit projects. Should be set at office level role or higher that rolls-down.

  • Project Library - Project Library User - User can add, edit and delete Project Library folders and files.

  • RFI - RFI Creator - User can create edit and send RFIs. Permission should be in project level roll or higher rolls that roll-down.

  • Specs - Spec Section Manager - User can edit spec section office list. Should be set at office level role or higher role that rolls down.

  • Subcontracts - Subcontract User - User can create and manage subcontracts in a project

  • Submittal - Submittal Creator - User can create, edit and send submittals. Should be set at project level role or higher roles that roll-down.

  • Tasks - Add Edit and Delete - Add, edit and delete tasks you create or are assigned to you.

  • Templates - Manage Custom Templates - User can Add / Edit / Delete custom templates.

  • Users - Manage Users - Users - View Users - user has permission to view users

  • Master Time Card Log - User can add, edit, and delete pay periods and time cards

Project Manager - Company Projects

Grants permissions to modify all settings related to ALL projects in the company (Flat Company).  Rolls down to all offices, regions and projects below the selected company.

Permissions & Descriptions

  • Address Book - Address Book Manager - Can edit office address book. Should be set at Office level role or higher role that rolls-down.

  • Billing - Billing - full permission

  • Bluebeam Studio - Authorize, create edit and delete Studio Projects and files

  • Budget - Budget Administrator - All the permissions of a Budget Editor, plus the ability to Override and Unlock a project budget.

  • Budget - Budget Editor - User can set up and manage a project budget. User does not have permission to override or unlock a budget.

  • Change Order - Change Order Creator - User can create and edit change orders.

  • Contracts - Contract User 

  • Dashboard - All Access - Access to all controllers/actions

  • Dashboard - View Dashboard - User is allowed to see the dashboard

  • Equipment Log - Equipment Log Manager - User can add to and edit items in the equipment log and import from master list. Should be set at project level role or higher role that rolls-down.

  • Field Reports - Delay/Issues/Field Reports/Time Cards - Add/Edit/View/Delete - User can Add, Edit, View and Delete in all modules.

  • Home Page - Allows the home button to show up.

  • Login Rights - Company Login - Basic User allowed to log in and see dashboard.

  • Project Admin - Project Details Viewer - View the setup details of a project

  • Project Admin - Project Manager - User can create and edit projects. Should be set at office level role or higher that rolls-down.

  • Project Library - Project Library User - User can add, edit and delete Project Library folders and files.

  • Project Log - Activity Log Viewer - Can view items on the activity log.

  • Project Log - Project Log Editor - User can add/edit/delete items on Project Log

  • RFI - RFI Creator - User can create edit and send RFIs. Permission should be in project level roll or higher rolls that roll-down.

  • RFI - RFI Viewer - View RFI Log & RFIs while logged in

  • Submittal - Submittal Creator - User can create, edit and send submittals. Should be set at project level role or higher roles that roll-down.

  • Submittal - Submittal Viewer 

  • Tasks - Add, edit and delete tasks you create or are assigned to you.

  • Users - View Users - user has permission to view users

  • Master Time Card Log - User can add, edit, and delete pay periods and time cards

Office Viewer Role

The ability to view projects and modules at the office level Rolls down to all offices, regions and projects below the selected company.

Permissions & Descriptions

  • Address Book - View Only Access (company and people) View directory for company and people.

  • Billing - View Only Access View billing log, documents and attachments. No edit or send access.

  • Budget - View Only Access View budget log, documents and attachments. No edit or send access.

  • Change Order - View Only Access View change order / change order rec logs, documents and attachments. No edit or send access.

  • Contracts - View Only Access View contract log, documents and attachments. No edit or send access.

  • Correspondence - View Only Access View correspondence log, documents and attachments. No edit or send access.

  • Dashboard - View Dashboard User is allowed to see the dashboard

  • Field Reports - View Only Access View only access to field reports (Delay, Issue, Field, Multi-Day, & Time Cards). No edit or send access.

  • Home page - Home Page Allows the home button to show up.

  • Invoices - View Only Access View invoice log, documents and attachments. No edit or send access.

  • Login Rights - Company Login Basic User allowed to log in and see dashboard.

  • Project Library - View and Download Only View and Download Only

  • Project Log/Activity Log Viewer Can view items on the activity log.

  • Projects - View Project List Page

  • Purchase Orders - View Only Access View purchase order log, documents and attachments. No edit or send access.

  • RFI - RFI Viewer RFI - View RFI Log & RFIs while logged in

  • Subcontracts - View Only Access View subcontracts log, documents and attachments. No edit or send access.

  • Submittal - Submittal Viewer Submittal Viewer

  • Tasks - View Only Access View task log, documents and attachments. No edit or send access.

  • Users - View Users user has permission to view users

  • Master Time Card Log - User can View pay periods and time cards

Office Level Roles

Documentation Tracking

Document Tracking.  Rolls down to all projects below the selected office.

Permissions/Descriptions

  • Address Book - Address Book Manager - Can edit office address book. Should be set at Office level role or higher role that rolls-down.

  • Bluebeam Studio - Authorize, create edit and delete Studio Projects and files

  • Budget - Budget Administrator - All the permissions of a Budget Editor, plus the ability to Override and Unlock a project budget.

  • Budget - Budget Editor - User can set up and manage a project budget. User does not have permission to override or unlock a budget.

  • Change Order - Change Order Creator - User can create and edit change orders.

  • Company - Company Manager - Ability to change company structure, details and address. Should be added to company tier roles.

  • Contracts - Contract User 

  • Dashboard - View Dashboard - User is allowed to see the dashboard

  • Field Reports - Delay/Issues/Field Reports/Time Cards - Add/Edit/View/Delete - User can Add, Edit, View and Delete delay reports.

  • Home Page - Allows the home button to show up.

  • Login Rights - Company Login - Basic User allowed to log in and see dashboard.

  • Project Admin - Project Details Viewer - View the setup details of a project

  • Project Admin - Project Manager - User can create and edit projects. Should be set at office level role or higher that rolls-down.

  • Project Library - Project Library User - User can add, edit and delete Project Library folders and files.

  • Specs - Spec Section Manager - User can edit spec section office list. Should be set at office level role or higher role that rolls down.

  • Tasks - Add Edit and Delete - Add, edit and delete tasks you create or are assigned to you.

  • Users - View Users - user has permission to view users

  • Master Time Card Log - User can add, edit, and delete pay periods and time cards

Project Manager - Office Projects

Grants permissions to modify all settings related to ALL projects in the office.  Rolls down to all projects below the selected office.

Permissions/Descriptions

  • Address Book - Address Book Manager - Can edit office address book. Should be set at Office level role or higher role that rolls-down.

  • Bluebeam Studio - Authorize, create edit and delete Studio Projects and files

  • Budget - Budget Editor - User can set up and manage a project budget. User does not have permission to override or unlock a budget.

  • Change Order - Change Order Creator - User can create and edit change orders.

  • Contracts - Contract user

  • Dashboard - View Dashboard - User is allowed to see the dashboard

  • Equipment Log - Equipment Log Manager - User can add to and edit items in the equipment log and import from master list. Should be set at project level role or higher role that rolls-down.

  • Field Reports - Delay/Issues/Field Reports/Time Cards - Add/Edit/View/Delete - User can Add, Edit, View and Delete delay reports.

  • Home Page - Allows the home button to show up.

  • Project Admin - Project Manager - User can create and edit projects. Should be set at office level role or higher that rolls-down.

  • Project Library - Project Library User - User can add, edit and delete Project Library folders and files.

  • Project Log - Project Log Editor - User can add/edit/delete items on Project Log

  • RFI - RFI Creator - User can create edit and send RFIs. Permission should be in project level roll or higher rolls that roll-down.

  • Subcontract User - User can create and manage subcontracts in a project

  • Submittal - Submittal Creator - User can create, edit and send submittals. Should be set at project level role or higher roles that roll-down.

  • Tasks - Add Edit and Delete - Add, edit and delete tasks you create or are assigned to you.

  • Manage Custom Templates - User can Add / Edit / Delete custom templates.

  • Master Time Card Log - User can add, edit, and delete pay periods and time cards

Office Administrator

Can manage all functions and projects in an office.  Rolls down to all projects below the selected office.

Permissions/Descriptions

  • Address Book - Address Book Manager - Can edit office address book. Should be set at Office level role or higher role that rolls-down.

  • Billing - full permission

  • Bluebeam Studio - Authorize, create edit and delete Studio Projects and files

  • Budget - Budget Administrator - All the permissions of a Budget Editor, plus the ability to Override and Unlock a project budget.

  • Change Order - Change Order Creator - User can create and edit change orders.

  • Contracts - Contract User

  • Dashboard - View Dashboard - User is allowed to see the dashboard

  • Equipment Log - Equipment Log Manager - User can add to and edit items in the equipment log and import from master list. Should be set at project level role or higher role that rolls-down.

  • Field Reports - Delay/Issues/Field Reports/Time Cards - Add/Edit/View/Delete - User can Add, Edit, View and Delete delay reports.

  • Home Page - Allows the home button to show up.

  • Login Rights - Company Login - Basic User allowed to log in and see dashboard.

  • Master Format - Master Format Editor - User can edit the office master format. Should be set at office level or higher roles.

  • Project Admin - Project Manager - User can create and edit projects. Should be set at office level role or higher that rolls-down.

  • Project Library - Project Library User - User can add, edit and delete Project Library folders and files.

  • Project Log - Project Log Editor - User can add/edit/delete items on Project Log

  • RFI - RFI Creator - User can create edit and send RFIs. Permission should be in project level roll or higher rolls that roll-down.

  • Specs - Spec Section Manager - User can edit spec section office list. Should be set at office level role or higher role that rolls down.

  • Subcontracts - Subcontract User - User can create and manage subcontracts in a project

  • Submittal - Submittal Creator - User can create, edit and send submittals. Should be set at project level role or higher roles that roll-down.

  • Tasks - Add Edit and Delete - Add, edit and delete tasks you create or are assigned to you.

  • Users - View Users - user has permission to view users

  • Master Time Card Log - User can add, edit, and delete pay periods and time cards

Project Level Roles

Project Manager - Assigned Projects

Project Manager can add/edit/view data to projects assigned them.

Permissions/Descriptions

  • Address Book - Address Book Manager - Can edit office address book. Should be set at Office level role or higher role that rolls-down.

  • Billing - full permission

  • Bluebeam Studio - Authorize, create edit and delete Studio Projects and files

  • Budget - All the permissions of a Budget Editor, plus the ability to Override and Unlock a project budget.

  • Change Order - Change Order Creator - User can create and edit change orders.

  • Contracts - Contract User

  • Activity Log - User can add to and edit items in the equipment log and import from master list.  Should be set at project level role or higher role that rolls-down.

  • Field Reports - Delay/Issues/Field Reports/Time Cards - User can Add, Edit, View and Delete all field reports.

  • Home Page - Allows the home button to show up.

  • Project Admin - Project Details Viewer - View the setup details of a project

  • Project Library - Project Library User - User can add, edit and delete Project Library folders and files.

  • Purchase Orders - Purchase Orders - view,add,edit,delete

  • RFI - User can create edit and send RFIs. Permission should be in project level roll or higher rolls that roll-down.

  • Subcontracts - User can create and manage subcontracts in a project.

  • Submittals - User can create, edit and send submittals. Should be set at project level role or higher roles that roll-down.

  • Tasks - Add, edit and delete tasks you create or are assigned to you.

Specific PR

Permissions granted to selected projects only.

Permissions/Descriptions

  • Field Reports - Delay/Issues/Field Reports/Time Cards - User can Add, Edit, View and Delete delay reports.

  • Home Page - Allows the home button to show up.

  • Project Admin - Project Manager - User can create and edit projects. Should be set at office level role or higher that rolls-down.

  • Project Log - Project Log Editor - User can add/edit/delete items on Project Log

Project Viewer

Members of the project who can login and view project information.  Permissions granted to selected projects only.

Permissions/Descriptions

  • Login Rights - Company Login - Basic User allowed to log in and see dashboard.

  • Project Library - View and Download Only - View and Download Only

  • Project Log - Activity Log Viewer - Can view items on the activity log.

  • RFI - RFI Viewer - View RFI Log & RFIs while logged in

  • Submittal - Submittal Viewer

  • Tasks - Add, edit and delete tasks you create or are assigned to you.

Project Foreman

Permissions granted to selected projects only.

Permissions/Descriptions

  • Equipment Log - Equipment Log Manager - User can add to and edit items in the equipment log and import from master list. Should be set at project level role or higher role that rolls-down.

  •  Field Reports - Delay/Issues/Field Reports/Time Cards - User can Add, Edit, View and Delete delay reports.

  •  Home Page - Allows the home button to show up.

  •  Project Library - Project Library User - User can add, edit and delete Project Library folders and files.

Plan Room Viewer

Access to Preconstruction/Opportunity Projects.  Permissions granted to selected projects only.

Permissions/Descriptions

  • Dashboard - View Dashboard - User is allowed to see the dashboard

  • Login Rights - Company Login - Basic User allowed to log in and see dashboard.

  • Project Library - View and Download Only

 

 

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