Project roles matrix

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

CategoryActivityOwnerMemberGuestExternal
Work ordersView work orderYesYes
Yes
Only on mobile app
Add work orderYes
Yes
No
No
Edit work orderYes
Yes
No
No
Cancel work orderYes
Yes
No
No
Delete work orderYes
If marked responsibleNo
No
Import work orderYes
No
No
No
Activity updatesView activity updatesYes
Yes
Yes
Only on mobile app
Add activity updatesYes
Yes
No
Only on mobile app
Edit activity updatesYes
Only own updatesNo
No
Delete activity updatesYes, anyOnly own updates
No
NoNo

Variation ordersAdd variation ordersYes
Yes
No
No
Edit variation ordersYes
No
No
No
Delete variation ordersYes
No
No
No
Other project detailsComment on work ordersYesYes
Yes
No
Add description to work ordersYes
Yes
No
No
ExportExport PDFYes
Yes
Yes
No
Export ExcelYes
Yes
Yes
No
Export ZIPYes
Yes
Yes
No
ViewYes
Yes
Yes
No
CreateYes
Yes
No
No
Roles and permissionsManage accessYes
No
No
No
Project settingsView project settingsYes
Yes
Yes
No
Edit project settingsYes
No
No
No
Other project detailsEdit general project infoYes
Yes
No
No
Owner's supplyViewing owner's supplyYes
YesYes
No
Adding owner's supplyYes
Yes
No
No
Importing owner's supplyYes
No
No
No
Editing owner's supplyYes
Yes
No
No
Deleting owner's supplyYes
Yes
No
No
Yard selectionAdd yard candidateYes
No
No
No
Delete yard candidateYes
NoNo
No
Importing yard quotations
Yes
No
No
No
Select yard candidateYes
No
No
No
Yard follow upImporting datesYes
No
NoNo
Budgeting & cost
View the Budgeting & cost pageYesYes
Yes
No
Edit on Budgeting & cost pageYes
Yes
No
No
Importing billed and final costsYes
No
No
No
ReportsView reportsYes
Yes
Yes
No
Create new report
Yes
Yes
No
No
Edit report
Yes
Yes
No
No
Delete reportYes
Only own reportsNo
No
Share report via linkYes
Yes
No
No
Share report via email
Yes
Yes
No
No

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