There are various role rights that can be setup. First of all document access needs to be managed. Select a role and then click on the setting icon (gear) to setup permissions for this document type.
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.
Only the Expand menu item is excluded from the edit permission and always available to the user.
All other menu items apart form messaging are disabled if he does not have edit permissions.
Editable items only (Internal user only applicable during tender preparation)
This permission is intended to allow a user to edit paragraph content 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 editable items permission only switched on will always override any other role with edit permission switched on.
The following are affected by the editable items only permission when edit permission is switched on:
The edit permissions are essentially the same as if Edit permission has been switched off except that the paragraph editor is available on editable paragraphs only.
Delete (Internal user only)
The delete permission controls the deletion of documents from the project list
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
