What are User Permissions?

 

  • User Permissions are permissions that can be granted to profile users ONLY. These permissions are at the Site Level. Project Permissions have their own section within the project. 

 

Who can assign User Permissions?

 

  • Only Organization Admins can assign permissions to a User on the Site Level. 

 

How to assign User Permissions

 

  • On the Navigation Tree click User Administration and then Site Users. When the main screen refreshes, search for the user you want to adjust/add permissions for  and click on their profile

 

User Administration ? Site Users User Companies User Groups My Dashboards a My Bid Packages My Tasks My Messages My Favorite Projects Site Users Home New Contact Import New User Create Users Site Users Send Notification Send Delete Selected Users User Login User Full Name User Email Company Phone Delete Page 1 of 1, items 1 to 1 of 1.

 

  • In the top right corner of the User's profile page, click Permissions to see the permissions grid. Once the permissions have been selected/removed, click Update to save the changes. **Note: Users cannot see or adjust their own permissions.**

 

Users Management USER SITE PERMISSIONS User Info Permission Description Enables User to View All Projects, View All Documents, View Organization Reports Enables User to Create projects Enables User to see "User Companies" and to Add/Modify organizations. Enables User to to manage print orders & Setup Repro-house. Enables User to manage Organization/Project Subscription. Enables User to manage or modify his/her user profile. Enables User to to add users to the site. Enables User to manage all organization Setting - Reserved for Your Org's Administrators Enables User to send project faxes. Password Restoration Permissions n a a n O a n a a Permission Name Bid Management Estimator Create Projects Manage Companies Manage Print Orders Manage Subscription Manage User Profile Manage Users Organization Admin Send Faxes View all projects View Executive Dashboard View Organization Reports Enables User to "view only" all projects within their Organization even if they are not a project member. Enables User to view the Executive Project Budget Dashboard Within Dashboard Module. Enables User to view Organization Reports - Reserved for Your Org's Administrators Update Close

 

 

User Permissions and Definitions

 

Permission

Description

Bid Management Estimator

Enables User to View All Projects, View All Documents, View Organization Reports

Create Projects

Enables User to Create projects

Manage Companies

Enables User to see "User Companies" and to Add/Modify organizations.

Manage Print Orders

Enables User to manage print orders & Setup Repro-house.

Manage Subscription

Enables User to manage Organization/Project Subscription.

Manage User Profile

Enables User to manage or modify his/her user profile.

Manage Users

Enables User to to add users to the site.

Organization Admin

Enables User to manage all organization Setting - Reserved for Your Org's Administrators

Send Faxes

Enables User to send project faxes.

View All Projects

Enables User to "view only" all projects within their Organization even if they are not a project member.

View Executive Dashboard

Enables User to view the Executive Project Budget Dashboard Within Dashboard Module.

View Organization Reports

Enables User to view Organization Reports - Reserved for Your Org's Administrators

 

 

Published:11-2019 | Revised:02-2020 v8.5.3