You must be an Administrator to be able to add or edit roles.
User Roles define the level and types of permission to which each user is assigned. In CivilPro, role permissions are controlled using Access and Authority. When you subscribe to CivilPro, you will be provided with a few standard roles to help you get started:
- Project Administrator
- Project User
- Client
- Cross Project Admin
- Supervisor
- Tester
You can then review and edit the permissions for these roles based on your organization's requirements. If you have many groups of people working on a project, it is likely that you'll need to create additional roles with specific permissions to view, edit and add records and to restrict certain approval and conformance actions to a few authorized users. Please read this article User Roles to help you understand how the permissions work.
Roles should be added before you start adding users as every new user must be assigned a role to be able to login to a project.
Note: Please be aware that if a user is assigned more than one role to the same project, the higher level of Access and Authority will apply. Also, if one of the roles has these authorities ( "Limit Ncr View To Published" and/or "Limit TestReq View To Completed") selected, the restrictions will override all the related Ncr and Test Request permissions in the other roles. For this reason, do not assign multiple roles to the same user in the same project unless you are sure that there are no conflicts in their Access and Authority.
This article shows you how to:
We can help, just ask - we appreciate that locking in correct permissions and visibility for Roles is very important. If setting up and managing Roles is something you'd prefer having some assistance with, book in some configution time with our CivilPro support team, and have peace-of-mind it's done right.
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Instructions:
1. Add Roles
1.1 On the main menu, click on "Roles".
1.2 Click on the tab "New Role".
1.3 Complete the following fields:
- Role Name - enter an appropriate name for the role e.g. Approver
- Purchase Order Approval Limit - enter a amount if applicable (for users who are permitted to approve purchase orders), otherwise skip this field
Under the Access tab, tick the boxes of the access levels of the items that are permitted for this role. In this example, the Approver is granted permission to view only items that are assigned to the users with this role, by just ticking the "View Limited" box for those items.
1.4 Next, click on the "Authority" tab, and select the specific actions required for the role. In this example, approval collaborate for HPWP, NCR and Independent are selected so that the Approver with this role can now view and approve the Hold Point, Witness Point, NCR and other approvals assigned to them.
Click 'Save".
1.5 After the role has been assigned to a few users, you can identify the users with this role on the Role register. Select the role, and under "Related Items" on the right panel, you can view the related projects and users with this role.
2. Edit Roles
2.1 To edit a role, you must ascertain what permission to add or remove and whether it falls under 'Access' or 'Authority'. For more information on these, please see 'User Roles'.
Please bear in mind that when you update a role, the change applies to every user under that role.
Select your project and navigate to the 'Roles' register on the main menu.
2.2 Next. click on the role that you want to edit.
Pro-tip: If you want to check all the users currently linked to that role, simply select the role and on the 'Related Items' panel on the right, click on the link icon to display the users with that role in each project.
2.3 Click on the role name to open it. Under 'Access' or 'Authority, you can tick or untick the boxes for each row item to add or remove the permission for that item.
Make sure to click 'Save' before exiting the screen.