User Roles

3 minutes
5 months ago

User Roles

Below are the default user roles for a project. Any Project Administrator can edit the user role display names as needed.

Construction Team

Project Administrator (Contractor)

This user role can add/edit/remove users from a project and adjust the global settings of the project. This user role is typically the program manager, general contractor or construction manager and they may send items directly to the design/review team for approval. This user cannot send submittals and RFIs directly to the design consultants. See the auto-forward feature for automated routing to design consultants.

Contractor

This user role is typically the program manager, general contractor or construction manager and they may send items directly to the design/review team for approval. This user cannot send submittals and RFIs directly to the design consultants. See the auto-forward feature for automated routing to design consultants.

Subcontractor

This user role is typically a specialty trade contractor or subcontractor to the general contractor or construction manager. They may submit submittals and RFIs to the general contractor or construction manager by they may not send items directly to the design/review team.

Design/Review Team

Project Administrator (Design)

This user role can add/edit/remove users from a project and adjust the global settings of the project. This user role is typically the design/review team leader and they may initiate documents and distribute submittals and RFIs to design consultants. This user cannot return items directly to subcontractors – all data must pass through the general contractor or construction manager.

Architect

This user role is typically the design/review team leader and they may initiate documents and distribute submittals and RFIs to design consultants. This user cannot return items directly to subcontractors – all data must pass through the general contractor or construction manager.

Reviewer

This user role is typically a consultant to the design team leader. In most cases they cannot initiate documents – the design team leader must first invite them. This user cannot return submittals and RFIs directly to the general contractor or construction manager – they can only be routed through the design team leader for final approval.

Owner/Client Team

Project Administrator (Owner)

This user role can add/edit/remove users from a project and adjust the global settings of the project. This user role is typically a representative or a specialty consultant to the owner/client. In most cases they cannot initiate documents – the design team leader must first invite them. By using the auto-forward feature, submittals and RFIs can automatically be routed to this user role. This user cannot return submittals and RFIs directly to the general contractor or construction manager – they can only be routed through the design team leader for final approval.

Owner (Read-Only)

This user role is typically part of the owner’s team. This user has read-only access to submittals and RFIs and cannot add comments to them. Otherwise, this user role has rights similar to the Design/Review Team Architect role.

Owner Reviewer

This user role is typically a representative or a specialty consultant to the owner/client. In most cases they cannot initiate documents – the design team leader must first invite them. By using the auto-forward feature, submittals and RFIs can automatically be routed to this user role. This user cannot return submittals and RFIs directly to the general contractor or construction manager – they can only be routed through the design team leader for final approval.