Permissions & Access
User Roles
The application uses role-based permissions. The most common roles are:
Role | Typical Capabilities |
|---|---|
Administrator | Full configuration access including users, roles, project settings, and workflow rules. |
Project Manager | Create, edit, reassign, and close RFIs across the whole project. Access to all reports. |
Contractor | Create and respond to RFIs, upload files, view items they are involved in. |
Consultant | Respond to RFIs assigned to them, raise queries, view items they are involved in. |
Viewer | Read-only access to RFIs and reports. Cannot create, reply, or edit. |
External Parties
External parties such as suppliers or sub-consultants can typically be granted limited access to specific RFIs without seeing the rest of the project. This allows safe collaboration while preserving confidentiality.
When replying to an RFI, if you do not tag or mention a specific client, they will only be able to see that individual response. They will not have access to the rest of the thread.