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2. Modules.
3. Administrators.
The Contracts Admin CA Project Admins by default is set to Budget Admin, however you can add users by going to:
1. Configure
2. Modules
3. Contract Admin
The following modules can be assigned Administrators. The other modules rights are for iTWO cx staff only for support purposes.
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Administrator | What Privileges Does The Module Administrator Get | When Can the Project Administrator Modify the Module Administrator | |
---|---|---|---|
Setup Phase | Live Phase | ||
Budget | Can release retention amount after total claimed amount is 100%. Assess claims and variations. Add additional line items to a budget. See all budgets in a project. | YES | NO |
CA Project Admin | Can release retention amount after total claimed amount is 100%. Assess claims and variations. Add additional line items to a budget. | YES | YES |
Classic Form Editor | This is available to RIB only. | YES | NO |
Config | Can access publication space config. | YES | NO |
Contacts | Can create / edit companies and users. Can be set at a company level, but they can only create / edit users for that company. | YES | YES |
Correspondence | Can access all correspondence, except if issued in Private mode. | YES | NO |
Document Type | Can change the Configuration of a document after set up phase (See also Edit Basic Form Details). By default this is applied to all new documents. This user needs to be a Project Administrator in order to see the document type menu item. This is useful if you want only one or a select few Project Admin users to be able to edit document types. Note: remove the group PROJECTADMINS from Document Type Admin so that only these users have access to edit document types. Refer here for how to set up administrators on a form by form basis. | YES | NO |
Postmaster | Is notified of delivery failures for email / fax notifications. | YES | YES |
Register | Can add / edit / remove folders in the register. Can access / edit all transmittals. Has access to all documents on the register. | YES | YES |
Tender | Has access to manage the tender database for their company. Can setup tender project. Can set the default form types for a tender project. | YES | YES |
Utilities | This group is used to give a user who is not a Project Administrator access to bulk utilities that affect the whole project. Can access Utilities In Project tools menu.
| YES | YES |
Workflow | User(s) who can access workflow configuration in the Publication Space. | YES | YES |
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