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
- 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.**
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