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Permissions

Table of contents

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       icon_checkmark_h17.png
Download Bid Documents * icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Email Bid Documents * icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Reading Your Bid Package * icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Submit a Bid * icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
View All Bid Packages in the Company       icon_checkmark_h17.png
View Bid Package (that they have access to) * icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
View the Planroom Tab * icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png

*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 icon_checkmark_h17.png      
Company Administrator       icon_checkmark_h17.png
Engineer icon_checkmark_h17.png      
Owner / Construction Manager icon_checkmark_h17.png      
Project Manager       icon_checkmark_h17.png
Subcontractor icon_checkmark_h17.png      
Superintendent icon_checkmark_h17.png      
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Last modified
08:26, 8 Aug 2017

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