Project Roles
Project Roles reflect the permissions of a user in a project. Each Project Role has specific default permissions for using the different tools in Team. You can assign Project Roles in project contacts settings.
- For details on restricting a role based on RFI type, see Set RFI Defaults for a Project and scroll to the step on how to Restrict Role: By Request For Info Type.
- For details on restricting a role based on Issue type, see Set Issue Defaults for a Project and scroll to the step on how to Restrict Role: By Issue Type.
- The following video also shows how to change permissions for some roles by restricting a role based on RFI or Issue type: Restrict Project Role by RFI or Issue Type
To jump to the section outlining the specific permissions for each role, select one of the following:
Project Manager
Project Managers lead the project effort and have access to all tools and financial widgets. The Project Manager is the only role with access to the Job Cost widgets on the project dashboard. A Project Manager can also invite or assign the Project Manager role to someone else.
| Tool | Permissions for Project Managers |
|---|---|
| Submittals | Create, issue, submit, review/comment, approve, and close submittals. |
| RFIs | Create, forward, respond to, and close RFIs. |
| Issues | Create, assign, complete (resolve), and close issues. Create and link items to issues. |
| Daily Logs | Create, assign, and delete daily logs. |
| Documents | View, edit, and upload documents, create document folders, and make folders public. |
| Drawings | View, upload, and mark up drawings. |
| Photos | Create photo albums and upload photos. |
| Forms |
Create forms on a project. If assigned: Complete forms. |
| Project Financials |
Access PCO Log, Schedule of Values, and Budget. Create and edit potential change orders. |
Project Engineer
Project Engineers are responsible for answering project-related questions and ensuring that the project runs smoothly. A Project Engineer has access to nearly every tool but cannot delete projects or view financial information.
| Tool | Permissions for Project Engineers |
|---|---|
| Submittals | Create, issue, submit, review/comment, approve, and close submittals. |
| RFIs | Create, forward, respond to, and close RFIs. |
| Issues | Create, assign, complete (resolve), and close issues. Create and link items to issues. |
| Daily Logs | Create, assign, and delete daily logs. |
| Documents | View, edit, and upload documents, create document folders, and make folders public. |
| Drawings | View, upload, and mark up drawings. |
| Photos | Create photo albums and upload photos. |
| Forms |
Create forms on a project. If assigned: Complete forms. |
| Project Financials | No permissions. |
Project Editor
Project Editors are the internal administrators of the project and have access to nearly every tool in Team. The Project Editor cannot delete projects or view financial information.
| Tool | Permissions for Project Editors |
|---|---|
| Submittals | Create, issue, submit, review/comment, approve, and close submittals. |
| RFIs | Create, forward, respond to, and close RFIs. |
| Issues | Create, assign, complete (resolve), and close issues. Create and link items to issues. |
| Daily Logs | Create, assign, and delete daily logs. |
| Documents | View, edit, and upload documents, create document folders, and make folders public. |
| Drawings | View, upload, and mark up drawings. |
| Photos | Create photo albums and upload photos. |
| Forms |
Create forms on a project. If assigned: Complete forms. |
| Project Financials | No permissions. |
Superintendent
Superintendents oversee the building process and all activities on a construction site. A Superintendent can contribute to all issues and—if assigned—submittals, RFIs, daily logs, documents, and forms.
| Tool | Permissions for Superintendents |
|---|---|
| Submittals | View/comment on all submittals. If assigned: Issue, submit, approve, and close submittals. |
| RFIs | View/comment on all RFIs. If assigned: Create and respond to RFIs. |
| Issues | View/comment on all issues. Create, assign, complete (resolve), and close issues. Create and link items to issues. |
| Daily Logs | If assigned: Complete daily logs. |
| Documents | If assigned: View and upload documents. |
| Drawings | View drawings. |
| Photos | If added as a collaborator to an album: Upload photos. Note: For more information about albums, see
Create an
Album. |
| Forms | If assigned: Create forms on a project and complete forms. |
| Project Financials | No permissions. |
Architect
Architects design and plan the structures and support the building process of a project. An Architect can review and approve submittals, view drawings, and—if assigned—contribute to RFIs, issues, daily logs, documents, and forms.
| Tool | Permissions for Architects |
|---|---|
| Submittals | View/comment on all submittals. If assigned: approve submittals. |
| RFIs | If assigned: Respond to RFIs. |
| Issues | If assigned: Create, assign, complete (resolve), and close issues. Create and link items to issues. |
| Daily Logs | If assigned: View daily logs. |
| Documents | If assigned: View and upload documents. |
| Drawings | View drawings. |
| Photos | If added as a collaborator to an album: Upload photos. Note: For more information about albums, see
Create an
Album. |
| Forms | If assigned: Create forms on a project and complete forms. |
| Project Financials | No permissions. |
Collaborator
Collaborators are additional contributors who typically approve specific aspects of a project. A Collaborator can create RFIs and issues and—if assigned—contribute to submittals, issues, documents, and forms.
| Tool | Permissions for Collaborators |
|---|---|
| Submittals | If assigned: Submit and review/comment on submittals. |
| RFIs |
Create RFIs. If assigned: Respond to RFIs. Can only send RFIs to Project Editor Roles (Project Manager,
Project Editor, Project Engineer).
Note: Collaborators cannot
override the default RFI recipient if there is one in
use. |
| Issues |
Create issues. If assigned: Assign and complete (resolve) issues. Create and link items to issues. |
| Daily Logs | If assigned: Complete and view daily logs. |
| Documents | If assigned: View and upload documents. |
| Drawings | View drawings. |
| Photos | If added as a collaborator to an album: Upload photos. Note: For more information about albums, see
Create an
Album. |
| Forms | If assigned: Create forms on a project and complete forms. |
| Project Financials | No permissions. |
Subcontractor
Subcontractors provide specialized labor or services to complete a portion of a project. A Subcontractor can submit submittals and—if assigned—contribute to RFIs, issues, documents, and forms.
| Tool | Permissions for Subcontractors |
|---|---|
| Submittals |
Submit submittals. If assigned: Review/comment on submittals. |
| RFIs |
If assigned: Close and respond to RFIs. |
| Issues |
If assigned: Assign and complete (resolve) issues. Create and link items to issues. |
| Daily Logs |
If assigned: View and complete daily logs. |
| Documents | If assigned: View and upload documents. |
| Drawings | View drawings. |
| Photos | If added as a collaborator to an album: Upload photos. Note: For more information about albums, see
Create an
Album. |
| Forms | If assigned: Create forms on a project and complete forms. |
| Project Financials | No permissions. |
Project Reviewer
Project Reviewers are additional stakeholders who view and evaluate aspects of a project. A Reviewer can view project details and—if assigned—comment on submittals and respond to RFIs. Reviewers cannot edit project information.
| Tool | Permissions for Project Reviewers |
|---|---|
| Submittals | If assigned: Review/comment on submittals. |
| RFIs | Respond to RFIs. |
| Issues | No permissions. |
| Daily Logs | If assigned: View daily logs. |
| Documents | If assigned: View documents. |
| Drawings | View drawings. |
| Photos | If assigned: Upload photos. |
| Forms | If assigned: Create forms on a project and complete forms. |
| Project Financials | No permissions. |
Owner
Owners are responsible for the successful completion of the project. An Owner can view project details and—if assigned—comment on and approve submittals, add attachments and comments to RFIs, upload and view documents, and create and complete forms. Owners cannot edit project information.
| Tool | Permissions for Owners |
|---|---|
| Submittals | View/comment on all submittals. |
| RFIs | If copied, can add attachments, drawings, or comments. |
| Issues | No permissions. |
| Daily Logs | No permissions. |
| Documents | If assigned: View documents. |
| Drawings | View drawings. |
| Photos | If assigned: Upload photos. |
| Forms | If assigned: Create forms on a project and complete forms. |
| Project Financials | No permissions. |
