Company user role access

Permission

Dependencies

Description

Access Pre-Release Modules

Can use any AVEVA Contract Risk Management functionality which is in pre-release if Enable Pre-release modules has been enabled for the system.

Analytics API Access

Can access the Analytics API for reporting from third-party applications. Standard and personal dashboards and widgets are available from the Widget Dashboards on the navigation bar. See Dashboard maintenance and Widget dashboards.

Analytics API Access Across Business Units

Analytics API Access must be enabled.

Can view data for all business units when accessing the Analytics API from a third-party application.

When this permission is selected, a confirmation message is displayed. See Analytics API access for more information.

Note Dashboard widgets will only display data from the business unit to which the user is assigned even if they have this permission.

Manage Organisation Best Practice Library

Can create and edit configurations in the Organization Best Practice Library.

Manage Standard Views

Can create and edit standard views which can be used in grids anywhere in the Organization.

View API Metrics

Can view Metrics data from the Analytics API. See Analytics API access for more information.

Permission

Dependencies

Description

Access Across Business Units

Can access all business units; however, cannot automatically view projects/contracts/tenders in the business unit.

Can set any business unit as preferred.

Audit Access to Tenders in Business Unit

View All Business Unit Projects & Tenders must be enabled.

Can view all tenders within the user's business unit as read-only, e.g. for auditing purposes.

Warning If this permission is assigned to a user role, it is strongly recommended that no other permissions are assigned except for View All Business Unit Projects & Tenders if required as it may override other assigned permissions.

Manage Business Unit Best Practice Library

Can create and edit configurations in the user's business unit Best Practice Library.

Manage Temporary Delegation of Authority

Can create and revoke temporary authority delegations on behalf of other users within their business unit.

Reopen

View All Business Unit Projects & Tenders must be enabled.

Can reopen closed projects and tenders if the following also apply:

• Projects: Must be project administrator or have View All Business Unit Projects & Tenders permission.

• Tenders: Must be tender administrator, have Tender Write Access permission and be able to view the tender (e.g. View All Business Unit Projects & Tenders permission).

View All Business Unit Projects & Tenders

Selected by default when Audit Access to Tenders in Business Unit or Reopen is selected.

Can view all projects and tenders within the user's business unit.

Can view tenders on the project/dept summary page and can access tender home pages but can view non-confidential header information only.

Cannot carry out any actions unless they are a team member.

If permission is coupled with Access Across Business Units, can view all business units, projects and tenders.

Permission

Description

Change Teams and Leads

Can demote and promote team members within project/dept. Can block team members from project/dept and all related tenders and contracts.

Create New

Can maintain lookups and create new project/depts. Only project/dept Administrator can edit and delete project/depts.

Delete Permanently and Restore

Can restore or permanently remove a deleted project/dept from the recycle bin.

Note This permission does not allow users to delete project/depts. Only the project/dept administrator can delete a project/dept.

Library Write Access

Can access project/dept library. Can add, edit and delete project/dept library documents.

Maintain Lookups

Not currently used.

Relocate

Can relocate a project/dept to a different business unit.

Permission

Dependencies

Description

Create

Can create new contractors.

Delete

Contractor View Access must be enabled.

Can delete contractors.

Restore

Can restore deleted contractors from the recycle bin.

Verify

Can verify contractors.

Cannot access the Contractor Details page.

View Access

Can view the Contractor Details page.

Can view contractor documents and awarded contracts.

View Access Confidential

Contractor View Access must be enabled.

Can access confidential custom fields and legal information for all contractors.

Write Access

Contractor View Access must be enabled.

Can access the Contractor Details page.

Can edit contractor details (except for contact username, password and email address), view contractor documents, and view contracts awarded.

Write Access Confidential

Contractor View Access, Contractor Write Access and Contractor View Access Confidential must be enabled.

Can add and edit confidential custom fields and legal information for all contractors.

Write Access Restricted

Contractor View Access and Contractor Write Access must be enabled.

Selected by default when Contractor Write Access is selected.

Can edit the username, password and email address for contractor contacts.

Permission

Description

Delete Permanently and Restore

Can permanently delete and restore any tenders/contracts in the Recycle Bin.

Generate Documents from Templates

Can generate tender documents from templates. You must be a tender team member.

Permission

Description

Change Teams and Leads

Can add users to a tender team and modify team members permissions within the tender. Can assign the tender administrator permission to another team member. Can delete team members from the tender team.

Create New

Can create new tenders.

Edit Schedule Item Actual Dates

Can edit the actual dates for a schedule item.

Mark Messages As Read

Can read and mark tender messages as read. Must be a tender team member.

Messages View Access

Can view tender messages and message attachments. Must be a team member.

Messages Write Access

Can create and reply to messages received. Can copy and paste messages and add external messages. Must be a tender team member.

Personal Tender Status Dashboard

Can display a personal tender dashboard which lists all tender activities.

Write Access

Can add documents to the tender library. Can edit and delete tender library documents. Can copy documents from the general reference library. Can modify the schedule of tenders of which they are a team member. Can reopen closed tenders of which they are a team member.

Permission

Description

Create

Can create framework agreements.

Maintain Contract Configuration

Can manage the framework agreement configuration: business process roles, decision sets, communication templates, contract roles, call off restrictions (Organization framework agreements only).

Permission

Dependencies

Description

View Access

Can view contract event templates.

Write Access

Contract Configuration View Access must be enabled.

Can view, create and edit contract event templates.

Permission

Dependencies

Description

View Access

Can view tender templates.

Write Access

Tender Configuration View Access must be enabled.

Can view, create and edit tender templates.

Permission

Dependencies

Description

View Access

Can view all documents (including template documents) stored in the general document (reference) library. Library search functionality also enabled.

Write Access

General Document Library View Access must be enabled.

Can view, add, edit and delete documents (including template documents) in the general (reference) library.

Permission

Dependencies

Description

View Access

General Document Library View Access must be enabled.

Can view all documents in the template library.

Write Access

General Document Library View Access, General Document Library Write Access and Template Document View Access must be enabled.

Can create, edit view and delete template documents and categories.

Permission

Description

Clear Document Reservations

Can clear document reservations when other users have reserved the document for editing.

Permission

Description

System Administration

Run audit and security reports, view the server monitor and system health, and edit the system settings.

User Maintenance

Create and maintain company user accounts and define company and contractor user roles.

Note At least one user role must have this permission.

Permission

Description

Application Maintenance

Maintain Organization-wide information such as business units, lookup lists, event formulas, tender/contract/contractor custom fields, and communication mapping templates.

Dashboard Maintenance

Create and maintain dashboard templates for use with AVEVA Contract Risk Management Analytics.