Permissions relate to the roles you can assign to users.
The system includes the following predefined roles:
- Administrator—Creates and edits form templates, generates reports, and accesses most features on the system
- Approver—Receives and completes tasks
- Editor—Edits categories in form templates
- Rater—Uses a five point scale to assign ratings to category data submitted by a Vendor
- View Only—Sees information on the system, but cannot perform any actions.
You can also create your own roles with the following permissions:
- Approval Coordinator
- Bonding Requirements Approver
- Bonding Requirements Editor
- Bonding Requirements Rater
- Bonding Requirements Viewer
- CDI Insured Administrator
- CDI Insured PM
- CDI Project and Contract Administrator
- CDI View Project Sold Rate
- Create Default Remedy
- Financial Administrator
- Financial Information Requirements Approver
- Financial Information Requirements Editor
- Financial Information Requirements Overrider
- Financial Information Requirements Rater
- Financial Information Requirements Viewer
- Financial Score Editor
- General Information Requirements Approver
- General Information Requirements Editor
- General Information Requirements Rater
- General Information Requirements Viewer
- Inbound Compliance Requirement Viewer
- Insurance Requirements Approver
- Insurance Requirements Editor
- Insurance Requirements Rater
- Insurance Requirements Viewer
- Legal Information Requirements Approver
- Legal Information Requirements Editor
- Legal Information Requirements Rater
- Legal Information Requirements Viewer
- Litigation Requirements Approver
- Litigation Requirements Editor
- Litigation Requirements Rater
- Litigation Requirements Viewer
- Local Administrator
- Notary
- Organization Administrator
- Organization Inviter
- PDF Viewer
- PQM Package Administrator
- PQM Package Viewer
- PQM Request Administrator
- PQM Request Viewer
- Prequalification Vendor Approval
- Printable Compliance Requirement Approver
- Project History Requirements Approver
- Project History Requirements Editor
- Project History Requirements Rater
- Project History Requirements Viewer
- Reference Requirements Approver
- Reference Requirements Editor
- Reference Requirements Rater
- Reference Requirements Viewer
- Role Administrator
- Safety Requirements Approver
- Safety Requirements Editor
- Safety Requirements Rater
- Safety Requirements Viewer
- Total Quality Management Requirements Approver
- Total Quality Management Requirements Editor
- Total Quality Management Requirements Rater
- Total Quality Management Requirements Viewer
- Upload Aonchor Data
- Vendor Administrator
- View Financial Information
- View Only
- View Organization Information
- View Prequalification Requirement Ratings
- View Roles
- View Vendor Information