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Configure Advanced Settings: Planroom


To set user permissions for each user on the Company level Planroom tool.


Users that have access to the Company level Planroom tool can view bid sheets and download bid documents for the company's projects. Note that users can access bid documents and bid sheets of those projects they have been invited to bid on even if their permissions are set to "None" for the Planroom tool.

Things to Consider

  • Required User Permissions: 'Admin' level permissions on the Company level Planroom tool to manage permissions of all other users on the Company level Planroom tool.


  1. Navigate to the company's Planroom tool.
  2. Click the Configure Settings  icon.
  3. Click the Permissions Table sub tab in the right sidebar.

  4. Set each user's permission for the Planroom tool according to your preferences.  

    • check.png Access

    • x.png No Access

  5. For a list of what users can do at each permission level in Inspections, see the Permissions Matrix.
    • In the example screenshot below, the user has 'Standard' level permissions.

      user permissions - planroom.png
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Last modified
12:24, 23 Mar 2017



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