Project Roles

Project Roles reflect the permissions of a user in a project. Each Project Role has specific default permissions for using the different tools in Team. You can assign Project Roles in project contacts settings.

Note: The permissions specified for each role are the default permissions. You can change permissions for some roles by restricting a role based on RFI or Issue type:

Select one of the following roles for information on specific permissions:

Project Manager

Project Managers lead the project effort and have access to all tools and financial widgets. The Project Manager is the only role with access to the Job Cost widgets on the project dashboard. A Project Manager can also invite or assign the Project Manager role to someone else.

ToolPermissions for Project Managers
SubmittalsCreate, issue, submit, review/comment, approve, and close submittals.
RFIsCreate, forward, respond to, and close RFIs.
IssuesCreate, assign, complete (resolve), and close issues. Create & link items to issues.
Daily LogsCreate, assign, and delete daily logs.
DocumentsView and upload documents, create document folders, and make folders public.
DrawingsView, upload, and mark up drawings.
PhotosCreate photo albums and upload photos.
Forms

Create form templates and forms on a project.

If assigned: Complete forms.

Project Financials

Access PCO Log, Schedule of Values, and Budget.

Create and edit potential change orders.

Project Engineer

Project Engineers are responsible for answering project-related questions and ensuring that the project runs smoothly. A Project Engineer has access to nearly every tool but cannot delete projects or view financial information.

ToolPermissions for Project Engineers
SubmittalsCreate, issue, submit, review/comment, approve, and close submittals.
RFIsCreate, forward, respond to, and close RFIs.
IssuesCreate, assign, complete (resolve), and close issues. Create & link items to issues.
Daily LogsCreate, assign, and delete daily logs.
DocumentsView and upload documents, create document folders, and make folders public.
DrawingsView, upload, and mark up drawings.
PhotosCreate photo albums and upload photos.
Forms

Create form templates and forms on a project.

If assigned: Complete forms.

Project FinancialsNo permissions.

Project Editor

Project Editors are the internal administrators of the project and have access to nearly every tool in Team. The Project Editor cannot delete projects or view financial information.

ToolPermissions for Project Editors
SubmittalsCreate, issue, submit, review/comment, approve, and close submittals.
RFIsCreate, forward, respond to, and close RFIs.
IssuesCreate, assign, complete (resolve), and close issues. Create & link items to issues.
Daily LogsCreate, assign, and delete daily logs.
DocumentsView and upload documents, create document folders, and make folders public.
DrawingsView, upload, and mark up drawings.
PhotosCreate photo albums and upload photos.
Forms

Create form templates and forms on a project.

If assigned: Complete forms.

Project FinancialsNo permissions.

Superintendent

Superintendents oversee the building process and all activities on a construction site. A Superintendent can contribute to all issues and—if assigned—submittals, RFIs, daily logs, documents, and forms.

ToolPermissions for Superintendents
SubmittalsView/comment on all submittals. If assigned: Issue, submit, approve, and close submittals.
RFIsView/comment on all RFIs. If assigned: Create and respond to RFIs.
IssuesView/comment on all issues. Create, assign, complete (resolve), and close issues. Create & link items to issues.
Daily Logs

View daily logs.

If assigned: Complete daily logs.

DocumentsIf assigned: View and upload documents.
DrawingsView drawings.
PhotosIf added as a collaborator to an album: Upload photos.
Note: For more information about albums, see Create an Album.
FormsIf assigned: Create forms on a project and complete forms.
Project FinancialsNo permissions.

Architect

Architects design and plan the structures and support the building process of a project. An Architect can review and approve submittals, view drawings, and—if assigned—contribute to RFIs, issues, daily logs, documents, and forms.

ToolPermissions for Architects
SubmittalsView/comment on all submittals. If assigned: approve submittals.
RFIsIf assigned: Respond to RFIs.
IssuesIf assigned: Create, assign, complete (resolve), and close issues. Create & link items to issues.
Daily LogsIf assigned: View daily logs.
DocumentsIf assigned: View and upload documents.
DrawingsView drawings.
PhotosIf added as a collaborator to an album: Upload photos.
Note: For more information about albums, see Create an Album.
FormsIf assigned: Create forms on a project and complete forms.
Project FinancialsNo permissions.

Collaborator

Collaborators are additional contributors who typically approve specific aspects of a project. A Collaborator can create RFIs and issues and—if assigned—contribute to submittals, issues, documents, and forms.

ToolPermissions for Collaborators
SubmittalsIf assigned: Submit and review/comment on submittals.
RFIs

Create RFIs.

If assigned: Respond to RFIs.

Can only send RFIs to Project Editor Roles (Project Manager, Project Editor, Project Engineer).
Note: Collaborators cannot override the default RFI recipient if there is one in use.
Issues

Create issues.

If assigned: Assign and complete (resolve) issues. Create & link items to issues.

Daily LogsIf assigned: Complete and view daily logs.
DocumentsIf assigned: View and upload documents.
DrawingsView drawings.
PhotosIf added as a collaborator to an album: Upload photos.
Note: For more information about albums, see Create an Album.
FormsIf assigned: Create forms on a project and complete forms.
Project FinancialsNo permissions.

Subcontractor

Subcontractors provide specialized labor or services to complete a portion of a project. A Subcontractor can submit submittals, create and close RFIs, create issues, and—if assigned—contribute to issues, documents, and forms.

Note that you can change permissions for the Subcontractor role by restricting the role based on RFI or Issue type. See the following video for details: Restrict Project Role by RFI or Issue Type.

ToolPermissions for Subcontractors
Submittals

Submit submittals.

If assigned: Review/comment on submittals.

RFIs

Create and close RFIs.

If assigned: Respond to RFIs.

Issues

Create issues.

If assigned: Assign and complete (resolve) issues. Create & link items to issues.

Daily Logs

View daily logs.

If assigned: View and complete daily logs.

DocumentsIf assigned: View and upload documents.
DrawingsView drawings.
PhotosIf added as a collaborator to an album: Upload photos.
Note: For more information about albums, see Create an Album.
FormsIf assigned: Create forms on a project and complete forms.
Project FinancialsNo permissions.

Project Reviewer

Project Reviewers are additional stakeholders who view and evaluate aspects of a project. A Reviewer can view project details and—if assigned—comment on submittals and respond to RFIs. Reviewers cannot edit project information.

ToolPermissions for Project Reviewers
SubmittalsIf assigned: Review/comment on submittals.
RFIsRespond to RFIs.
IssuesNo permissions.
Daily LogsIf assigned: View daily logs.
DocumentsIf assigned: View and upload documents.
DrawingsView drawings.
PhotosIf assigned: Upload photos.
FormsIf assigned: Create forms on a project and complete forms.
Project FinancialsNo permissions.

Owner

Owners are responsible for the successful completion of the project. An Owner can view project details and—if assigned—comment on and approve submittals, add attachments and comments to RFIs, upload and view documents, and create and complete forms. Owners cannot edit project information.

ToolPermissions for Owners
SubmittalsView/comment on all submittals.
RFIsIf copied, can add attachments, drawings, or comments.
IssuesNo permissions.
Daily LogsNo permissions.
DocumentsIf assigned: View and upload documents.
DrawingsView drawings.
PhotosIf assigned: Upload photos.
FormsIf assigned: Create forms on a project and complete forms.
Project FinancialsNo permissions.