Available Permissions
Each area of a schedule template has its own distinct permissions. View the table below for details on what can be customized.
| Project | Task | Documents | Libraries | Description | |
|---|---|---|---|---|---|
| Add Category / Section | ✓ | Provide users the ability to create new Categories and Sections when uploading an ad hoc document to a library. | |||
| Approve | ✓ | Approves a document. | |||
| Create | ✓ | ✓ | Create a new Project or Library instance. | ||
| Delete | ✓ | ✓ | Ability for user to delete documents on a template container or subtask. | ||
| Delete ad hoc | ✓ | Ability for user to delete ad hoc documents uploaded to a library. | |||
| Lock | ✓ | Locks a document and prevent further changes. Only the user or someone with Unlock access can remove the Lock status. | |||
| Mark Deleted | ✓ | ✓ | Deletes the Project or Library, including all content within. | ||
| Mark NA | ✓ | Mark NA on a task. | |||
| Reject | ✓ | ✓ | ✓ | Reject a task or document. | |
| Remove Approve | ✓ | ✓ | Removes Approval status on a document. | ||
| Remove NA | ✓ | Removes NA status on a task. | |||
| Remove Reject | ✓ | ✓ | Removes Reject status on a document. | ||
| Remove Review | ✓ | ✓ | ✓ | Removes Review status on tasks and documents. | |
| Review | ✓ | ✓ | ✓ | Review a Sub-task or Document. | |
| Set Baseline Dates | ✓ | Ability to Set the project’s baseline dates. | |||
| Set Manual Dates | ✓ | ✓ | Ability to set Manual Completion Dates for all tasks in a project or on individual tasks. | ||
| Set Primary | ✓ | Set a photo as the Site’s primary photo. | |||
| Unlock | ✓ | Unlocks a document that was locked by any user. | |||
| Update | ✓ | ✓ | ✓ | ✓ | Ability to edit information as well as standard Update functionality (see additional functionality described below). |
| Upload | ✓ | ✓ | Upload document to a document container / library. | ||
| View | ✓ | ✓ | ✓ | ✓ | View the item, including ability to access the History, log, and Subscribe to the item. |