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 |  | |||
| Download Bid Documents | * | | | |
| Email Bid Documents | * | | | |
| Reading Your Bid Package | * | | | |
| Submit a Bid | * | | | |
| View All Bid Packages in the Company | | |||
| View Bid Package (that they have access to) | * | | | |
| View the Planroom Tab | * | | | |
*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
The following table highlights which user permissions are typically granted to a user based on their job role on a project. A user's permissions for a specific tool are granted on a per project basis. To learn how to create permission templates that you can apply to groups of users based on their job role, see Manage Permission Templates.
| Job Role | None | Read-only | Standard | Admin |
|---|---|---|---|---|
| Architect | | |||
| Company Administrator | | |||
| Engineer | | |||
| Owner / Construction Manager | | |||
| Project Manager | | |||
| Subcontractor | | |||
| Superintendent | |