The following table highlights which user permissions are required to perform the described user action.
- Indicates that the task can be completed if the user is granted the correct Granular Permissions. See Grant Granular Permissions in a Permission Template.
1 Users with 'Standard' level permission can view Bid Notes by default.
2 'Standard' or 'Admin' level permissions are required on the project's Documents tool to complete this function.
3 The bidding-related tasks are performed by bidders (i.e., subcontractors) using the Company level Planroom tool. See Planroom.
4 Users with 'Read-only' or above permissions on the project's Bidding tool and added to the Bid Package Distribution List can complete this function.
5 'Admin' level permission is required on the project's Directory tool to complete this function.
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|
|Owner / Construction Manager|