Managing Roles and Security

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System Roles define the modules and features a user is allowed to access, the specific actions a user is allowed to perform, and the data a user can view or update. Company Roles to associate specific types of work performed on a project with a Company such as sub-contractor, owner, architect, and 3rd party engineers.

The System Administrator manages the System Roles available and the access privileges associated with each System Role. Project Managers can add users by creating a contact and converting the contact to a System User. The Project Manager must assign the System User a System Role. The System Administrator can create, edit, and delete System Roles.

To view System Roles defined:

1. From the Main Menu click Setup and from the submenu, click Application. The Application Setup Directory page opens.

 

2. In the Security Settings section, click the System User Roles Management link. The List of User Roles page opens and displays all System Roles defined in the application.
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