The user role permissions determine what a user may do if he has access to a tender or template. The role permissions are split up into document permissions based upon the various project phases and general project permissions regarding the viewing and managing of information
Document phase permissions
Show
If this permission is turned on, a user would be able to see the document in the given phase. The validation would also be done only on documents with this permission set for the user.
Add (Internal user only)
If this permission is turned on, the user would be able to add this type of document in the given phase
Edit (Internal User only)
If the permission is switched off for the user, the following edit menu items will be disabled and he would not be able to make any changes to the document.
The editor and menus are disabled.
Restricted editor
This permission is intended to allow a user to edit section contents on a document but not be able to change anything else in the document. To enable this permission, you have to switch on Edit permission on the document, and also switch on the editable items only permission. Please note that any role with the restricted editor permission only switched on will always override any other role with edit permission switched on.
The edit permissions are essentially the same as if Edit permission has been switched off except that the section editor is available on editable paragraphs only.
Delete (Internal user only)
The delete permission controls the deletion of documents from the project list
Approve
If the approve permission is turned off then users of that document type will need to submit their edited document for approval.
If the approve permission is turned then users can automatically approve any edited section in that document type.
CcMail
If this permission is set the user will be able to receive correspondence sent on the document headings.
Send Mail
If this permission is set the user will be able to send mail on the document headings.
Action mail
If this permission is set the user will be able to click the Read checkbox in the message history on that document type. If it is not set the checkbox will be disabled.
Project owner
If this permission is set the tender creator will automatically be assigned that role when the tender is created.
Project owner specific graphs will also show data in the dashboard.
