Permissions

Permissions are assigned to roles in the Permissions and Roles window. Open the Permissions and Roles window by opening the Companies and Users window and selecting Files > Permissions and Roles.

Permissions are organized by Level: System-Wide, Project, Survey, or Contract and then by user type: Sponsor or Bidder.

Use the row of tabs at the top of the list to select the level and the row of tabs at the bottom of the list to select the user type.

Enabling and Disabling Permissions

Each permission consists of two parts that are individually enabled:

Access rights to a permission mean the user can perform the function. For eligibility permissions, access means the user is eligible to receive the permission.
Grant rights to a permission mean the user can assign a role with that permission to another user and can enable the permission when creating or editing roles. For eligibility permissions, grant means the user is eligible to receive grant rights to the permission.

Permissions are listed 1 per row with two columns for Grant and Access. +/- signs in each column indicate that the permission is enabled (green plus symbol) or disabled (red minus symbol).