Companies & Contacts Project User Access and Permissions
- Sue Rocha
- Samantha Erlich
The matrix table defines access permissions between specific project roles, modules and tasks.
Companies & Contacts User Permissions
| CREATE & EDIT COMPANY | CREATE & EDIT CONTACT | VIEW COMPANY - BASIC | VIEW COMPANY - FINANCIALS | VIEW EMPLOYEES | APPROVE COMPANY UPDATES |
Project Coordinator | YES | YES | YES | NO | NO | NO |
Safety | YES | YES | YES | NO | NO | NO |
Site Accountant 1 | YES | YES | YES | NO | NO | NO |
Site Accountant | YES | YES | YES | NO | NO | NO |
Superintendent 1 | YES | YES | YES | NO | NO | NO |
Superintendent | YES | YES | YES | NO | NO | NO |
APM | YES | YES | YES | NO | NO | NO |
PM - JV | YES | YES | YES | NO | NO | NO |
PM/CM | YES | YES | YES | NO | NO | NO |
Estimator | YES | YES | YES | NO | NO | NO |
Lead Estimator | YES | YES | YES | NO | NO | NO |
Ops Manager/ Sector VP | YES | YES | YES | NO | NO | NO |
Area Manager | YES | YES | YES | NO | NO | NO |
Gate Keeper | YES | YES | YES | YES | YES | YES |
For more information on how to create a company, click here.
For more information on how to delete a draft company, click here.
For more information on how to add a company to a project, click here.
For more information on how to add a new location to an existing company, click here.
For more information on how to delete a location, click here.
For more information on how to create utility company accounts, click here.
For more information on how to add vendor utility accounts to projects, click here.
For more information on how to an an external contact, click here.
For more information on how to add an ED employee staffed on a project, click here.
For more information on how to invite a company to Compass (SDI), click here.
For more information on how to add internal purchase cards, click here.
For more information on how to enable FER payments for employees, click here.