Manage Roles

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.

Precursor Tasks

• You must Login to CivilPro Cloud before you can complete this task.

Demonstration

                                         Click the symbol above to enter full screen mode  ↑

Instructions

1. From Account Homepage, click “Roles”.
2. To modify an existing Role:
   1. Click on its name (blue hyperlink).
   2. Update “Role Name” as required.
   3. Update “Purchase Order Approval Limit” as required.
   4. 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).
   5. To save any changes, click “Save”.
3. To create a new Role:
   1. Click “New Role”.
   2. Add a “Role Name”.
   3. Add a “Purchase Order Approval Limit”.
   4. Select the appropriate Access and Authority.
   5. To save/create the new Role, click “Save”.
4. To delete an existing Role:
   1. Click on its name (blue hyperlink).
   2. 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

 

Lots
- Unlock lot delete

 

NCR
- Closeout/remove closeout
- Manually approve / remove

 

Lot Qty
- Revert to LotPerc
- Unpublish
- Remove approval info
- Manually approve

 

ITP
- 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

 

Checklist
- 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

 

Forecasts
- 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

 

Site Diary
- Unlock delete
- Approve/Unapprove

 

Invoice
- Move invoice
- Split
- Unapprove
- Approve
- Lock/unlock

 

Daycost
- Lock/unlock
- Move daycost

 

PO
- Remove manual approval

 

Notification Templates
- Duplicate
- Set inactive

 

Contract Notice
- Unlock
- Change response when not in action field
- Edit other user's response

 

Notice Templates
- Set inactive

Next Tasks

• Manage Subscription Settings