Introduction
The Manage Roles section allows Account Owners and Account Administrators to create and modify Roles which can be used to assign different levels of access and authority to Users and Associates to the various aspects and sections of CivilPro.
Related Article:
Precursor Tasks
- You must Login to CivilPro Cloud before you can complete this task.
Demonstration
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Instructions
- From Account Homepage, click “Roles”.
- To modify an existing Role:
- Click on its name (blue hyperlink).
- Update “Role Name” as required.
- Update “Purchase Order Approval Limit” as required.
- Select the appropriate Access and Authority.
- A Role that is assigned only “View” level access will automatically be considered an Associate (Free CivilPro user type role)
- A Role that is assigned any "Add" or "Edit" level access will automatically be considered a User (Paid CivilPro user type role).
- A Role that is assigned any "Admin/Delete" level access will automatically be considered a Project Administrator (Paid CivilPro user type role).
- To save any changes, click “Save”.
- To create a new Role:
- Click “New Role”.
- Add a “Role Name”.
- Add a “Purchase Order Approval Limit”.
- Select the appropriate Access and Authority.
- To save/create the new Role, click “Save”.
- To delete an existing Role:
- Click on its name (blue hyperlink).
- Click “Delete”.
ACCESS Definitions
The "Access" items listed within each Role will eventually have their own tooltips, which will help make it easy to identify what each item relates to. However, for now, the item descriptions are below:
"View" permissions mean that team members will be able to view any registers that View permissions have been approved/ticked within their role.
"Delete/Admin" permission mean the following:
General
- Deleting register records
- Edit Lot number/Atp number/ Test Req number etc.
- Locking report periods
- Deleting register records
- Edit Lot number/Atp number/ Test Req number etc.
- Locking report periods
Lots
- Unlock lot delete
- Unlock lot delete
NCR
- Closeout/remove closeout
- Manually approve / remove
- Closeout/remove closeout
- Manually approve / remove
Lot Qty
- Revert to LotPerc
- Unpublish
- Remove approval info
- Manually approve
- Revert to LotPerc
- Unpublish
- Remove approval info
- Manually approve
ITP
- Approve
- Unapprove
- Edit ITP when ITPNotEditable set
- Approve
- Unapprove
- Edit ITP when ITPNotEditable set
Approval
- Toggle log privacy
- Change workflow
- Reload workflow (where orphaned logs would be created)
- Remove closeout
- Remove direct approval
- Short circuit
- Toggle log privacy
- Change workflow
- Reload workflow (where orphaned logs would be created)
- Remove closeout
- Remove direct approval
- Short circuit
Checklist
- Unlock
- Closeout (with unchecked/verified etc items)
- Directly Approve
- Remove approval link
- Edit closeout
- Unlock status columns
- Unlock
- Closeout (with unchecked/verified etc items)
- Directly Approve
- Remove approval link
- Edit closeout
- Unlock status columns
Claims
- Removing claims
- Change claim properties
- Import qty from previous claim
- Rebuild claim
- Take snapshot
- Moving daycosts
- Removing claims
- Change claim properties
- Import qty from previous claim
- Rebuild claim
- Take snapshot
- Moving daycosts
Forecasts
- Creating a new forecast (this should be changed to Add permission I think)
- Update Forecast
- Change forecast properties
- Forecast lock
- Removing forecast
- Creating a new forecast (this should be changed to Add permission I think)
- Update Forecast
- Change forecast properties
- Forecast lock
- Removing forecast
Master Supplier
- Replace supplier
- Reconcile
- Replace supplier
- Reconcile
Site Diary
- Unlock delete
- Approve/Unapprove
- Unlock delete
- Approve/Unapprove
Invoice
- Move invoice
- Split
- Unapprove
- Approve
- Lock/unlock
- Move invoice
- Split
- Unapprove
- Approve
- Lock/unlock
Daycost
- Lock/unlock
- Move daycost
- Lock/unlock
- Move daycost
PO
- Remove manual approval
- Remove manual approval
Notification Templates
- Duplicate
- Set inactive
- Duplicate
- Set inactive
Contract Notice
- Unlock
- Change response when not in action field
- Edit other user's response
- Unlock
- Change response when not in action field
- Edit other user's response
Notice Templates
- Set inactive
- Set inactive
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