Permissions
Planroom
The following table highlights which user permissions are required to perform the described user action.
| Task | None | Read-only | Standard | Admin |
|---|---|---|---|---|
| Configure Advanced Settings: Planroom |  |
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| Download Bid Documents | * | |
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| Email Bid Documents | * | |
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| Reading Your Bid Package | * | |
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| Submit a Bid | * | |
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| View All Bid Packages in the Company | |
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| View Bid Package (that they have access to) | * | |
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| View the Planroom Tab | * | |
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*Bidders need to be added to the Company level Directory in order for you to invite them to bid on a project. Once they are invited to bid, bidders will automatically be given access to the Planroom. Project managers will not need to give them access manually.
Job Role
| Job Role | None | Read-only | Standard | Admin |
|---|---|---|---|---|
| Architect | |
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| Company Administrator | |
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| Engineer | |
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| Owner / Construction Manager | |
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| Project Manager | |
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| Subcontractor | |
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| Superintendent | |