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In the Workspaces (Managed) area in the Portfolios work area, you can set permissions for security roles.
| Security Setting | Applies to Security Roles - Yes (Y)/No (N) |
|---|---|
| Accounts | Y |
| Accounts - Project Access | Y |
| ACR+ | Y |
| Activity | Y |
| Activity Code Group | Y |
| Activity Notification Settings | Y |
| Bid Invitation | Y |
| Bid Invitation Addendum | Y |
| Bid Package | Y |
| Bid Package Addendum | Y |
| Bid Proposal | Y |
| Bond | Y |
| Calendar | Y |
| Cashflow | Y |
| Catalog Card | Y |
| Certification | Y |
| Change Order (Expense) | Y |
| Change Order (Revenue) | Y |
| Company# | Y |
| Contact# | Y |
| Contract (Expense) | Y |
| Contract (Revenue) | Y |
| Correspondence | Y |
| Cost Account | Y |
| Cost Event | Y |
| Cost Setting | Y |
| Currency | Y |
| Currency Gain Or Loss | Y |
| Custom Print Layout Document | Y |
| Daily Work Journal | Y |
| Daily Work Journal Set | Y |
| Deficiency | Y |
| Distribution List | Y |
| Drawing | Y |
| Drawing Package | Y |
| External Report | Y |
| Form | Y |
| Hold | Y |
| Instruction | Y |
| Insurance | Y |
| Invoice (Expense Auto Commit) | Y |
| Invoice (Expense Pre Commit) | Y |
| Invoice (Revenue Auto Commit) | Y |
| Invoice (Revenue Pre Commit) | Y |
| Invoice Package (Expense) | Y |
| Invoice Package (Revenue) | Y |
| Limits of Authority | Y |
| Location | Y |
| Manage Web Service Queries | Y |
| Meeting Minutes | Y |
| Payment Log (Expense) | Y |
| Payment Log (Revenue) | Y |
| Plan | Y |
| Plan Package | Y |
| Projects | Y |
| Quote | Y |
| Resource | Y |
| Review Process | Y |
| RFI | Y |
| RFI Issue | Y |
| Schedule | Y |
| Schedule - All Tasks | Y |
| Schedule - Gantt | Y |
| Schedule - My Tasks | Y |
| Schedule - Stages | Y |
| Scope | Y |
| Security Permissions* | Y |
| Shared Views | Y |
| Standard Form | Y |
| Standard Plan | Y |
| Submittal | Y |
|
Submittal Package |
Y |
| Tax List | Y |
| Tax Rule | Y |
| Transfer | Y |
| Transmittal | Y |
| Unshare Documents** | Y |
| Workspace Notices | Y |
| Workspace Properties | Y |
| Workspace Summary | Y |
Every security role or company role contains a set of permissions that describe what a person is allowed to do.
If there's a discrepancy between your company and security role, Proliance uses the more "permissive" permissions from both roles. For example, if the company role does not permit you to update contracts, while the security role permits you to, then you will be able to update contracts.
Note: If a security role has no permissions defined for it, then Proliance uses the permissions contained in the company role of the company that employs the user. If neither the security role nor the company role contains permissions, then a user is not able to do anything in Proliance.
Security permissions are assigned in the Permissions section of a role. They are based on the document type.
For information about the permission settings, see "Assigning Permissions to a Role".
+'ACR' is not an actual document type. This setting controls whether a user can view and print the Anticipated Cost Report.
Note: If BCM integration has been disabled in the workspace, then the ACR will not display, regardless of its permission setting here. For more information, see "Enabling/Disabling BCM Integration".
#'Companies' and 'Contacts': Without permission to read companies and contacts, users are very restricted in Proliance. For users to perform even basic actions, such as forwarding documents or selecting recipients for collaboration, their security role must have read permission to companies and contacts.
*'Security Permissions' represents settings that affect all the security-related registers: Roles, Categories, and Company Roles. For more information, see "Restricting Access to Security".
**'Unshare documents' provides access to unshare functionality. For more information, see "Sharing and Unsharing Multiple Documents" and "Sharing and Unsharing a Document".