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