User Permission Document
The "PD-GC User Permissions" document defines role-based permissions for various actions within COMPASS.
What the user permissions mean:
Navigation Permissions:
1. Qualification Management Permissions
Invite subcontractors to qualify: All users
Assign a qualification to subcontractors: Admin, Prequal
Cancel an invitation: Admin, Prequal, Prequal Non-Finance, Health and Safety
Request missing data from subcontractors: Admin, Prequal, Prequal Non-Finance, Health and Safety
Manage projects attached to a subcontractor: Admin, Prequal, Prequal Non-Finance, Health and Safety
Add notes to a subcontractor profile on qualification management page: Admin, Prequal, Prequal Non-Finance, Health and Safety
View shared notes on qualification management: Admin, Prequal, Prequal Non-Finance (when shared), Health and Safety (when shared)
View subcontractor activity feed: Admin, Prequal
View financial completeness and metrics: Admin, Prequal
2. Projects & Bid Management Permissions
All Users for Project and Bid management have permissions
3. Project Permissions
All users have permissions - except when adding in team members
4. Bid Package Permissions
All users have permissions
5. Company Directory Permissions
View employee directory: All users
Invite new team members and assign roles: Admin
Set a primary contacts: Admin
Edit team members information and roles: Admin
Deactivate team member accounts: Admin
View office directory: All users
Add a new office or edit a location: Admin
Delete office location (excluding head office): Admin
User can view company profile: All users
Edit company profile: Admin
6. Subcontractor Search Permissions
All users have permissions
Search Filters
7. Subcontractor Profile Page Permissions
8. Project Approval Requests Permissions
All users have permissions
9. Analytics and Dashboard Permissions
10. Company Settings Permissions
View and edit Subcontractor Settings: Admin
View Approval Workflow settings: Admin
Can create a new workflow: Admin
Can edit/archive/delete workflows: Admin