Users & Permissions | Trimble Materials Help Center

Objective

This article explains the various Users & Permissions settings available when configuring a User in StructShare.

Background

Depending on each team member's role within your organization, you may want to control what each User can do and how they interact with the system.

Points to Consider

Steps:

System Permissions

Mobile Requests Only
- This setting will set Field View as the default for the User, both in StructShare Mobile and Web.
- When this permission is selected, you will have an additional setting available to Lock the ability to change the UoM in Requisitions.

Special Roles

System Admin
- Enables administrative permissions to all areas of StructShare, including:
  - Ability to add, edit, and delete Users.
  - Adjust the default System Settings.
  - Make adjustments to the Company Items.
- System Admins are automatically added to all new projects.

Project Admin
- Enables access to the Projects page and the ability to view PO pricing.
- Project Admins can also:
  - Create and send Requests For Quote (RFQs).
  - View Supplier RFQ responses.
  - Upload Supplier RFQ responses.
- Project Admins cannot generate POs from RFQs or send Orders unless the Submit to Suppliers permission is also enabled.
Invoices Admin
- Enables access to the Invoices page, including:
  - Uploading Invoices.
  - Matching Invoices to Projects and POs.
- Invoices Admins do not have access to Company Items or Warehouse pages and limited access to System Settings.

Warehouse Admin
- Enables access to the Warehouses page, including:
  - Add, edit, and delete Warehouse Items.
  - Add, edit, and delete Company Items.
- After the Warehouse Admin permission is enabled, you can further specify which Warehouse location(s) you want to provide admin access to.

4. Edit User > User Permissions

User Permissions

View & Request
- User can view selected Projects and create Material Requests.

Can Approve Order
- User can approve RFQs and POs for Projects that have 2-Step Approval enabled.
- Approved RFQs and POs are then routed to Users with the Submit to Suppliers permission enabled.

Submit to Suppliers
- User will be able to send RFQs and submit POs to Suppliers.

Notifications
- Enables global notifications for the User.
  - See this article for further details: Enabling and Disabling Global Notifications for Any User Within Your Company
- Further control of what type(s) of notifications to be received can be configured by each individual User.
  - See this article for further details: Configure Your Personal Notification Settings

Join External Chat
- User will be able to see and send messages that include Suppliers and RFQs.

5. Click Save Changes

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Questions?