Project roles matrix

Created by Sasan Mameghani, Modified on Fri, 27 Oct, 2023 at 4:16 AM by Oleh Kupriianov

Category	Activity	Owner	Member	Guest	External
Work orders	View work order	Yes	Yes	Yes	Only on mobile app
	Add work order	Yes	Yes	No	No
	Edit work order	Yes	Yes	No	No
	Cancel work order	Yes	Yes	No	No
	Delete work order	Yes	If marked responsible	No	No
	Import work order	Yes	No	No	No
Activity updates	View activity updates	Yes	Yes	Yes	Only on mobile app
	Add activity updates	Yes	Yes	No	Only on mobile app
	Edit activity updates	Yes	Only own updates	No	No
	Delete activity updates	Yes, any	Only own updates	No	NoNo
Variation orders	Add variation orders	Yes	Yes	No	No
	Edit variation orders	Yes	No	No	No
	Delete variation orders	Yes	No	No	No
Other project details	Comment on work orders	Yes	Yes	Yes	No
Other project details	Add description to work orders	Yes	Yes	No	No
Export	Export PDF	Yes	Yes	Yes	No
	Export Excel	Yes	Yes	Yes	No
	Export ZIP	Yes	Yes	Yes	No
	View	Yes	Yes	Yes	No
	Create	Yes	Yes	No	No
Roles and permissions	Manage access	Yes	No	No	No
Project settings	View project settings	Yes	Yes	Yes	No
Project settings	Edit project settings	Yes	No	No	No
Other project details	Edit general project info	Yes	Yes	No	No
Owner's supply	Viewing owner's supply	Yes	Yes	Yes	No
	Adding owner's supply	Yes	Yes	No	No
	Importing owner's supply	Yes	No	No	No
	Editing owner's supply	Yes	Yes	No	No
	Deleting owner's supply	Yes	Yes	No	No
Yard selection	Add yard candidate	Yes	No	No	No
	Delete yard candidate	Yes	No	No	No
	Importing yard quotations	Yes	No	No	No
	Select yard candidate	Yes	No	No	No
Yard follow up	Importing dates	Yes	No	No	No
Budgeting & cost	View the Budgeting & cost page	Yes	Yes	Yes	No
	Edit on Budgeting & cost page	Yes	Yes	No	No
	Importing billed and final costs	Yes	No	No	No
Reports	View reports	Yes	Yes	Yes	No
	Create new report	Yes	Yes	No	No
	Edit report	Yes	Yes	No	No
	Delete report	Yes	Only own reports	No	No
	Share report via link	Yes	Yes	No	No
	Share report via email	Yes	Yes	No	No