Contractor role access
- Last UpdatedAug 27, 2024
- 1 minute read
Company
|
Permission |
Dependencies |
Description |
|
Add, edit and delete contacts |
Can see all contacts within the organization, add new contacts, and edit and delete contacts. |
|
|
Change name |
Company Edit General Details must be enabled. |
Can change the company name. |
|
Edit general details |
Can edit Company address, add secondary addresses, add and edit legal information, upload documents, and add product codes. |
Tender
|
Permission |
Dependencies |
Description |
|
Access all Tenders |
Can access all tenders associated with the contractor (including tenders that the user is not a team member of) |
|
|
Change Team and Leads |
Tender General Access must be enabled. |
Can add and delete tender team members (contractor team only). The user must be a tender team member to modify the tender team. |
|
General Access |
Can view tenders but cannot edit tender messages. |
|
|
Interact with tenders |
Tender General Access must be enabled. |
Can respond to tender schedule items, e.g. dispatch and track, for tenders for which they are a team member. |
|
Send messages to a tender |
Tender General Access must be enabled. |
Can send tender messages (must be tender team member). |
|
View Company Messages |
Tender General Access must be enabled. |
Can view all tender messages for tenders for which they are a team member (including messages that they are not the stipulated recipient). |
Contracts
Contract roles are used instead of specific permissions for contract functionality (see Contract roles).