What are the COMPASS user types?

There are three types of user roles in the COMPASS application. These roles are defined to reflect the three main categories of users in a risk management system. There are small differences between the permissions of each role between a general contractor's COMPASS application and a subcontractor's COMPASS application. The permissions for these roles are described in the table below.

Role

Description (General Contractor)

Description (Sub Contractor)

Admin User

  • Can add, remove, and edit users, offices, and company details

  • Has both bid and prequalification permissions

  • Can assign a new role to Bid and Prequalification users

  • Can add, remove, and edit users, offices, and company details

  • Has both bid and prequalification permissions

  • Can assign a new role to Bid and Prequalification users

Prequalification User

  • Can access raw subcontractor data pending authorization

  • Can conduct a prequalification

  • Can submit 1Forms and authorize general contractors to gain access to data

  • No access to bidding

Bid User

  • Can create a project and bid package

  • Can attach files

  • Can add bidders

  • Can review bid Submission

  • No access to confidential company data

  • Can manage bid opportunities, download files, and submit a bid

How do I change a user's permissions?

To change a user's permissions, the role type must be changed since the permissions are specific to each role.

Any Admin user within a company can change another user's role within the same company, including any other Admin user's role. Follow the steps below to change a user's role:

  1. Navigate to the Company Directory in the main navigation at the top of the page

2. Locate the table of employees under the Employees tab

3. Click the ACTIONS dropdown (•••) in the row of the user you wish to edit

4. Click the Edit button. A modal will appear, which will allow you to select a new role

5. In the modal, click update to save your changes.

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