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User Role Types & Permissions - Subcontractors

This document defines role-based permissions for subcontractors within COMPASS.

M
Written by Maxwell Yan
Updated over 2 weeks ago

Table of Contents

Overview

New users are prompted to create a company when registering with COMPASS for the first time. The user who creates the company account automatically becomes the admin and can add additional members from the Company Directory page. Permission roles are assigned when adding team members.
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Navigational Menu Options

Users with the selected permissions can view the following COMPASS Menu options:

Dashboard Permissions

General Permissions

Users with the selected permissions can perform the following actions:

COMPASS Data Control Permissions

General Permissions

Company Directory Permissions

General Permissions

Users with the selected permissions can perform the following actions:

COMPASS 1Form Permissions

General Permissions

Users with the selected permissions can perform the following actions:

Qualification Management Permissions

General Permissions

Users with the selected permissions can perform the following actions:

Invitation to Bid Permissions

General Permissions

Users with the selected permissions who have been invited to bid can perform the following actions:

Project Permissions

Selecting a project in Invitation to Bid will bring users to the project information page. Users with the selected permissions can perform the following actions:

Project Form Requests

General Permissions

Users with the selected permissions can perform the following actions:

Authorization Settings Permissions

General Permissions

Users with the selected permissions can perform the following actions:

Billing Settings Permissions

General Permissions

Users with the selected permissions can perform the following actions:

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