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About User Roles
All person profiles require that a default User Role be assigned to the profile at the Site Level. When a Site User profile is added to a Project, this default role is used to define the out of the box Project Member Permissions that will be assigned to that user's project member profile. Once the role permissions are defined on the project, the permissions can then be further customized per project.
As a reminder Project Member Permissions control what Project Members, or collaborators, can do and see within the project. Folder permissions are separate and will need to be set on a per project basis.
It is important to understand that a Role in the StratusVue Website Solution is all about permissions, nothing to do with a User's Job Title.
Available User Roles
Role Name | Role Description | Role Abbreviation |
Accountant | Accountant Default Permissions | ACCT |
Architect | Architect Default Permissions | ARCH |
Consultant | Consultant Default Permissions | CONS |
Customized Org Role | This Role would be used when setting up your Project Templates and User Templates inside of the project. The only permissions set are to Read Only Plans and Specs in Documents so you have the ability to configure appropriately. If you are interested in learning more about using this role, please refer to: Organization User Templates | CUSTOM |
Engineer | Engineer Default Permissions | ENG |
Estimator | Estimator Default Permissions | EST |
Field | Field Operations Default Permissions | FIELD |
General Contractor | General Contractor Default Permissions | GC |
Owner | Owner Representative Default Permissions | OWN |
Planroom No Bid Packages | Plans & Specs Sections Access Only No Bid Packages | PLANROOM |
Project Admin | Project Admins cannot be restricted by permissions within a project. | |
Project Assistant | Project Assistant - This will provide the User Access to all Project Management, Document Management, and Bid packages without Delete. No Cost Management or Setup rights. | PA |
Subcontractor | Subcontractor Default Permissions | SUB |
Superintendent | Superintendent Default Permissions | SUPER |
Utilities | Utilities Review Default Role Permissions | UTILITIES |
Vendor | Vendor Role Default Permissions | VEN |
For more information about the permissions assigned to each user role, please review the attached Excel File.
Additional Resources
Project Section Permissions vs. Project Section Folder Access