Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

The following modules can be assigned Administrators.  The other modules rights are for iTWO cx staff only for support purposes. 

AdministratorPrivileges
Notes
Can be Modified During
Set Up PhaseLive Phase
BudgetCan release retention amount after total claimed amount is 100%.YESNO
Classic Form EditorThis is available to RIB only.YESNO
ConfigCan access all config that a Project Administrator can access. 
This is set to Project Administrators only.
YESNO
Contacts

Can create / edit

Companies

companies and users.

Can be set at a company level, but they can only create / edit users for that company.

Members of this group can be modified after set up Phase.
YESYES
Correspondence

Can

Access

access all correspondence, except if issued in Private mode.
For example, RIB-AM does not have access to a form issued from Company A to Company B because no RIB staff are included. If they are made a [CORRESPONDENCEADMIN] they can access the form. However if the form is issued in PRIVATE mode access will be denied.

Set to RIB-AM and RIB-SS.
YESNO

Document Type

Can change the Configuration of a document after set up phase (See also

"Set Up Module Administrators" Set up Module Administrators

Edit Basic Form Details).

By default this is applied to all new documents.

Need to

be Project

be a Project Admin in order to see the document type menu item.

YESNO
Postmaster

Is notified of delivery failures for email / fax notifications.

Members of this group can be modified after Set up Phase.

YESYES
Register
Image Removed

Can add / edit / remove folders in the register.

Image Removed

Can

Access

access /

Edit

edit all

Transmittals

transmittals.

Has access to all documents on the register. 

YESYES
TenderHas access to
Manage Tender
manage the tender database for their company. Can set the default form types for a
Tender
tender project.
Members of this group can be modified after Set up Phase.
YESYES
Utilities











This group is used to give access to bulk utilities, that affect the whole project, to user that are not Project Administrators.

Can access Utilities In Project tools menu.

Image Removed
YESYES
  • Import to the Contacts Register
.

Image RemovedImport a Document Register.

Image RemovedImport Folder Structure.

Image RemovedImport Transmittals.

Image RemovedImport a Correspondence Register.

Image RemovedImport Timesheets.

Image RemovedCopy Register Folders.

Image RemovedSend E-mails to Some Users / Send E-mails to All New Users (AfterSet uponly).

Members of this group can be modified after Set up Phase.
  • .
NOYES
  • Send E-mails to Some Users / Send E-mails to All New Users.
NOYES
  • Import a Correspondence Register.
YESYES
  • Import to Publication Space.
YESYES
  • Import Folder Structure. 
NOYES
  • Import Design Review Issues.
NOYES
  • Import a Tender Package with Budget Details.
YESYES
  • Import a Budget.
YESYES
  • Import a Contract.
YESYES
  • Import a Claim.
YESYES
  • Import Contract Variations.
YESYES
  • Import Forecasts.
YESYES

Workflow

User(s) who can access the configuration of Document Review workflows and add and edit them.YESYES