Company Workspace

Non-navigational Nodes [Analytics]

This setting:	Allows users to:
View	View Analytics application

General [by BP name]

The following General settings are available for each BP:

Create
Modify
View
Modify Record Ownership
Terminate Work Flow
Modify Step Assignment
View All Records
- View Company Records
- View User Records
View Hidden Comments
Hide Record Audit Log
Hide Task Statuses
Allow Bulk Edit
Add General Comments

Asset Manager [Summary Sheet and Asset class sheets], by name

This setting:	Allows users to:
Create	Configure or modify columns in the sheet
Modify	Modify sheet data
View	View sheets

Asset Manager [Asset classes], by name

This setting:	Allows users to:
Create	Create assets within the class
Modify	Modify assets in the class
Cost amaView	View assets in the class
Allow Bulk Edit	Update a group of assets with the same edits
Allow Quick Calendar Entry	Enter a reservation directly on the calendar for an Asset class. Note: If the Asset class has not been calendar-enabled in uDesigner, this permission will not appear on the list.

Configurable Modules

This setting:	Allows users to:
Create	Create templates for the manager’s class sheets
Modify Properties	Modify the properties
Modify	Modify the configuration
View	View information

Cost Manager [Accounts Sheet]

This setting:	Allows users to:
Create	Create the Company Accounts Sheet Change account code statuses
Modify	Modify rows, columns, and properties Import/export Save snapshots
View	View sheet

Cost Manager [Cash Flow]

This setting:	Allows users to:
Create	Create Company Cash Flow Sheets
Modify	Modify rows, columns, and sheet properties
View	View cash flow sheets and curves only

Cost Manager [Cost Sheet]

This setting:	Allows users to:
Create	Create a Company Cost Sheet Modify column properties
Modify	Modify row properties Note: Cost Sheet column modify restrictions in User Mode will override modify permissions.
View	View Cost Sheet only Note: Cost Sheet column modify restrictions in User Mode will override view permissions.

This setting:

Allows users to:

Create

Create a Company Cost Sheet
Modify column properties

Modify

Modify row properties

Note: Cost Sheet column modify restrictions in User Mode will override modify permissions.

View

View Cost Sheet only

Note: Cost Sheet column modify restrictions in User Mode will override view permissions.

Cost Manager [Funding]

This setting:	Allows users to:
Create	Create a Company Funding Sheet
Modify	Modify rows, columns, and properties of the funding sheet
View	View funding sheet

Document Manager [Company Documents]

This setting:	Allows users to:
Full Access	Access all files and all folders regardless of local permissions on individual folders or files Lock/unlock first level folders
Create	Create folders under the root Company Documents folder and modify folders created as subfolders to the root. (Subfolder permissions are managed locally in the Document Manager.)
Organize	Modify the properties and position of folders under the root Organize all folders in a project, regardless of folder-level permissions, using the Organize Folders function
View	View the Document Manager and Company Documents nodes; required as the minimum user permission before any permission access (in User mode) to files or folders can be given. Note: This permission setting only grants the user the ability to view the Company Documents node. The user must also be granted permission at the folder or document level in User mode in order to view specific folders or documents.

Document Manager [Published Documents]

This setting:	Allows users to:
Allow Quick Calendar Entry	Enter a reservation directly on the calendar for a Document Manager record. Note: If the business process has not been calendar-enabled in uDesigner, this permission will not appear on the list.

This setting:

Allows users to:

Allow Quick Calendar Entry

Enter a reservation directly on the calendar for a Document Manager record.

Note: If the business process has not been calendar-enabled in uDesigner, this permission will not appear on the list.

Document Manager [Unpublished Documents]

This setting:	Allows users to:
Publish	Publish, or move, documents from the Unpublished Documents folder into the Company Documents folder
Download	Download an unpublished document
Open	Open an unpublished document
View	View the Unpublished Documents node and the list of documents.

Planning Manager [Planning items], by type

This setting:	Allows users to:
Full Access	Create and modify all planning items
Create	Create planning items (with permission granted in user mode)
View	View planning items (with permission)
Allow Bulk Edit	Update a group of planning items with the same edits

Planning Manager [Planning Sheets], by type

This setting:	Allows users to:
Full Access	Create and modify all planning sheets
Create	Create planning sheets (with permission granted in user mode)
View	View planning sheets (with permission)

Resource Manager [Resource Dashboard]

This setting:	Allows users to:
View	View the dashboard

Resource Manager [Roles]

This setting:	Allows users to:
View	View roles

Resource Manager [Resources]

This setting:	Allows users to:
View	View resources

Resource Manager [Resource Sheets]

This setting:	Allows users to:
View	View resource sheets

Company Logs [All], or by BP name

This setting:	Allows users to:
Modify Record Ownership	Transfer ownership of a record from one user to another. The user with this permission setting does not need to be the current owner/creator. Note: The current record owner will always have this ability, regardless of whether this setting is selected.
Terminate Workflow	Terminate a BP record. This permission overrides the “Do not allow creator/owner to terminate record” option in the Business Process Configuration window. Note: Do not use this permission for single-record BPs.
View All Records	View all records in the logs, no matter what users were involved in the workflow, partner or sponsor company
View Company Records	View all records created by, sent to, or copied to any user in your company
View User Records	View only those records the user created, received, was copied on, or for which the user participated in the workflow
View Hidden Comments	View comments marked as “hidden”
Hide Record Audit Log	Hide the audit log information of a record
Hide Task Statuses	Hide the workflow progress window
Allow Bulk Edit	Update the workflow status of all BPs in a shell or project, or edit multiple records with similar edits
Add General Comments	Add a general comment to any BP record they can view (workflow or non-workflow), regardless of the workflow step, and regardless of the assignee or Cc settings. With this permission, any user with view permission for the BP can add a general comment to the form, even if the business process is at a terminal or terminated status. The user does not have to be an assignee or cc’d user. If the user is an assignee, s/he can add comments to the BP without accepting the task. Note: Use this permission selectively. This permission is best for someone, such as a project manager, who may need to comment on BP steps that s/he is not normally a participant in, but who has view permissions for.

Reports [User-Defined]

This setting:	Allows users to:
Access All Projects	Add all projects to user defined reports
Create	Create company level user defined reports
Full Access	Access all UDRs created for the project, regardless of owner. User can edit, change permissions, or delete reports.

Last Published Wednesday, April 9, 2025