Overview

This guide defines permission levels within a construction management system. The goal is to control access based on role, ensuring efficiency, accountability, and data protection.

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Project Manager (Internal)

Full control over project tools.

• Project Overview: Admin
• Reports: Admin
• Documents: Admin
• Directory: Admin
• Tasks: Admin

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Architect (External)

• Project Overview: Read Only
• Reports: None
• Documents: Standard
• Directory: None or Read Only
• Tasks: Standard

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Foreman / Superintendent

• Project Overview: Read Only
• Reports: None
• Documents: Standard
• Directory: Read Only (recommended)
• Tasks: Standard

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Subcontractors / Vendors

• Project Overview: Read Only
• Reports: None
• Documents: Read Only or Standard
• Directory: None
• Tasks: Standard

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Core Principles

• Admin runs the system
• Standard performs the work
• Read Only provides visibility
• None restricts access

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Recommendations

• Use permission templates
• Limit external access to only what is needed
• Ensure tasks and documents are always properly assigned
• Keep reporting access restricted to decision-makers

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