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Once your iTWOcx Project has been created it will go through a life-cycle from Setup Phase to your Project Close Phase

All phases between the Setup Phase and when your Project is closed is a - Live Phase.

Depending on what phase your project is in - as a Project Administrator you will have restrictions on what settings you can and cannot change.

Mainly though, you can customise your project during Setup phase, but once a Project has entered a Live phase the customisable options are reduced.

The table below gives an overview of these restrictions. 

Please note some options may require custom configuration / solution being available on your project.

Project Configuration 

 Project Administrators have the following configuration privileges in set up and Live phases.

Item

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 
  • 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 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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