Managing Roles and Security
System Roles define the modules and features a user is allowed to access, the specific actions a user is allowed to perform, and the data a user can view or update. Company Roles to associate specific types of work performed on a project with a Company such as sub-contractor, owner, architect, and 3rd party engineers.
The System Administrator manages the System Roles available and the access privileges associated with each System Role. Project Managers can add users by creating a contact and converting the contact to a System User. The Project Manager must assign the System User a System Role. The System Administrator can create, edit, and delete System Roles.
To view System Roles defined:
|1.||From the Main Menu click Setup and from the submenu, click Application. The Application Setup Directory page opens.|
|2.||In the Security Settings section, click the System User Roles Management link. The List of User Roles page opens and displays all System Roles defined in the application.|