Managing Permissions for Project Stages

Managing Permissions for Project Stages

Team Administrators have the permissions to fully manage their teams when using Document Builder which include the various project stages.

Solicitation Roles

The first step is inviting the person to your organization as explained above. A user will not have a role within a project until they create or get invited to one. A user may have different roles for different projects. Let's go into detail below:
  1. Owners =  Can view, edit and delete all items within solicitation including archiving the solicitation itself.
  2. Editors = Can view, edit and delete all items within solicitation. Cannot archive solicitation.
  3. Guest Contributor = View-only permissions; Can edit sections only when a document's permissions are updated to allow GC's. Can request to unlock any documents or sections.
  4. Reviewer = Can comment and make tracked changes on all document sections in a solicitation.
  5. Guest Viewer = View-only permissions; cannot make comments, track changes, or author new content.
Project Roles are assigned when you create them within a new solicitation. After a solicitation is created, roles can be changed by Administrators, Owners and Editors by selecting  'Edit Solicitation Details' in the action center.



Project Stages

After an admin has created appropriate workflows, permissions for each stage can be edited via "Edit Project Settings" button within a project. They can also change the owner of a project at any time from their project dashboard by selecting "Edit" on the right-hand side of the screen for the project in question.
​


Unlike the document builder project stage, Admins are the only ones that can access the all project stages and they are responsible for adding Admin Contributors or View-Only Contributors to each project stage.

Procurement Officers can manage a project and project stages for ones they have have created after a workflow has be selected. Once inside a project that they have created, they can select admin and/or view only contributors  PO's will need to be invited to a project and/or project stage that they did not create.

The list of people that populate as a contributor will only be those who have been invited to your organization. If you have not already, please invite new team members and have them set up an account. 
Please note the video has no audio


Within Project Settings, users can be added as either an Admin Contributor or a View-Only Contributor. 
  1. Admin Contributors within a project can contribute to any project they have been invited as well assign and remove evaluations.
  2. View-Only Contributors can only view content. No matter their role within an organization, they will not be able to make any changes. For example, a person with the permissions for procurement staff within their org is added as a view-only contributor to a project will not be able to make any edits.

    • Related Articles

    • Project Stages for Users

      Solicitation Roles Once you have created your account within the tool, you can access your main dashboard. You will not see a project on your dashboard until you are invited to a project. A user may have different roles for different projects. Let's ...

    • Administrator Permissions

      Welcome Admins! Saying Administrator takes a lot of time so you'll see the term 'Admin' used in place of it often within the help center. In this article we will go over the ins and outs of your role and permissions as it pertains to your ...

    • Permissions for Project Stages

      Procurement Staff have the permissions to fully manage their teams when using Document Builder which include the various project stages only for projects that they create. Team Administrators can designate procurement officers to the role of Owner to ...

    • Procurement Staff Permissions

      Welcome Procurement Staff! In this article we will go over the ins and outs of your role and permissions as it pertains to your organization and projects. The selected admins from your team will be tasked with inviting you to the tool which will then ...

    • Creating New Projects

      We know two things to be true: Every project needs a workflow A workflow contains at least one stage, which contains substages  Creating a New Project Please note this video does not have audio Creating a new project involves: Selecting an ...