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Privileges in Set UP

Privileges in Live Phases

Project Details

  • Project name, Phone, fax, PostCode 
  • Project Language and Time Zone 
  • Can add/remove other Project Admins 
  • Can edit Login Administrator (Set up only) 
  • Edit Support details and Help desk Numbers
  • Enable/disable Spell checking on Drafts 
  • Enable/disable Project wide faxing 
  • Enable/disable Project Wide Email Notification/Document 
  • Attachment Review Approval 
  • Email Importance 
 
  • Project name, Phone, fax, PostCode 
  • Project Language and Time Zone 
  • Can add/remove other Project Admins 
  • Edit Support details and Help desk Numbers
  • Enable/disable Spell checking on Drafts 
  • Enable/disable Project wide faxing 
  • Enable/disable Project Wide Email Notification/Document 
  • Attachment Review Approval 
  • Email Importance 

Workflows

  • Can Add/edit Workflows
  • Can Add/edit Workflows

Lite Project

  • Can change Uploader   Companies (Authoring)
  • Can change Uploader Companies (Authoring)

Module Configuration

  • Edit Access in the Module Matrix 
  • Edit Tender Settings
  • Edit Module Administrators 
  • Add/remove Public Files
  • Edit Login Settings (Set up only)

Correspondence Configuration

  • Add/remove letterheads
  • Set default for Show “All” option in correspondence/document list (Set up only)
  • Add/remove letterheads


Contacts Configuration

  • Set Contacts Module to only show based on Who to whom 

  • Set Role Description (Set up only)

  • Set Welcome Email message (Set up only)

  •  Set Contacts Module to only show based on Who to whom 

Who to Whom

  • Can restrict Contacts Module to reflect the Who to Whom matrix
  • Set  Who to whom 
  • Can restrict Contacts Module to reflect the Who to Whom matrix
  • Set  Who to whom 

Document Type Configuration

  • Can edit document types (Set up only)
  • Can edit document types (Must be Doc Type Admin of that document type and Project  Admin)

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