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About Site Level Permissions

Site level permissions are set to a user profile to control what that user can do and see at the site and organization levels. Site Level permissions are assigned when Creating Users at the Site Level or Creating Site Users within the Project Members Section of a Project. Site Level Permissions are available for Organization Employees to assign elevated access within the Organization and Site. Please note that Project Member Permissions are for project level functions.

These permissions only apply to the Organization that the user belongs to. External collaborators should only be assigned the Site Level Permission Manage User Profile.

Updating Site Level Permissions

The Site Level Permission of "Manage Users" is required to update Site Level Permissions. Users will only be able to assign site permissions that are assigned to their user profile.

1. Navigate to User Administration in the navigation tree

2. Open Site Users

3. Search for the user profile in the available search fields

4. Open the user profile from the grid by selecting the User Login

5. In the top right, select the Permissions tab to view the Site User's Site Level Permissions

The only permissions that will show in this screen are the permissions that the logged in user is assigned.

6. Update the User's Site Permissions has needed.

7. Select Update at the bottom to save the changes.

Accounting Reviewer

Allows the user to Release to Accounting and Request Manual Synchronizations within the Cost Management Module for all Organization projects.

Bid Management Estimator

Allows the user to view all projects, bid packages, and documents within all Organization projects. Also allows a view into Organization Reports

Create Projects

Allows the user to create projects within the site subscriber organization and setup Project Integrations once the project is created. They will also be able to delete projects; please note that when projects are deleted, they are sent to a recycle bin and can be restored by Support. This permission will alter the presentation of the Organization Location & Project Toolbar to include project functionality.

Manage Companies

Allows the user to create and edit companies/organizations. This gives the User access to User Companies within User Administration.

Manage User Profile

Allows the user to change personal details and contact information, Set Navigation Preferences, Reset Password, Add or Remove Projects from View, Set Previews, Set Grid Preferences, Show/Hide Locations from Navigation Tree from My Profile

Manage Users

Allows the user to Create New and Manage Existing Site Users. This gives the User access to Site Users and User Groups within User Administration. User groups gives access to manage Organization User Groups.

Organization Admin

Grants unlimited access within an Organization. An Org Admin CANNOT be limited in what they can do and see within an Organization. These users are often considered "Power Users" and the go to for any internal questions regarding the system or setup. An Organization has the abilty to see and edit within all Organization Projects regardless of their listing as a Project Member. This permission only applies to the Organization that the user belongs to.

Organization Admins are the ONLY Organization users that have access to Organization Setup.

View All Projects

Grants the user unlimited view of all Organization projects. Users with View All Projects are only given "read" permissions to all projects. In order to modify, they must be a listed Project Member with appropriate Project Member Permissions.