Index of Role Capabilities

CSTM

• Customizable 1 [see Configuration Capabilities]
• Customizable 2 [see Configuration Capabilities]
• Customizable 3 [see Configuration Capabilities]
• External Staff [see Configuration Capabilities]
• Internal Staff [see Configuration Capabilities, Attachment Capabilities]

DOC

• Attach File From Template [see Attachment Capabilities]
• Can add attachments to a closed document [see Attachment Capabilities]
• Can attach assembled output to doc [see Attachment Capabilities]
• Can be designated as another users proxy [see Document Update Rights, Contacts Dashboard Capabilities]
• Can change document status (if collaborator) [obsolete]
  • See instead Can Set Document Status to Approved (below)
  • See instead Can Set Document Status to committed/pending (below)
• Can control exclusive access [see General Document Capabilities]
• Can Delete an entire document completely [see General Document Capabilities, Catalog Dashboard Capabilities]
• Can edit workflow [see Routing Capabilities, System Admin Dashboard Capabilities]
• Can Join attached files [see Attachment Capabilities]
• Can Merge Approved CCO Docs [see CCO-Specific Capabilities]
• Can modify Pay Control [see General Document Capabilities]
• Can move items among folders [see Catalog Dashboard Capabilities]
• Can override Retention [see Commitment & Pay Request-Specific Capabilities]
• Can preview output [see Routing Capabilities]
• Can Resend Fax/Email [see Routing Capabilities]
• Can reverse posting of a doc [see Pay Application-Specific Capabilities]
• Can route a document back to originator [see Routing Capabilities]
• Can route a document back to prior sequence [see Routing Capabilities]
• Can see all items that have the same company [see Item Capabilities]
• Can set document status to Approved [see General Document Capabilities]
• Can set document status to committed/pending [see General Document Capabilities, Project Setup-Specific Capabilities]
• Can update the time or source of a remark [see Item Capabilities, Project Dashboard Capabilities]
• Can view documents if routed to anyone at the same company [see General Document Capabilities]
• Change Order linking [see Change Order-Specific Capabilities]
• Checkout files or see status [see Attachment Capabilities and Catalog Dashboard Capabilities]
• Contact / Attendee Maintenance [see General Document Capabilities]
• Control Document Attachments [see Attachment Capabilities]
• Control the folders that contain items [see Item Capabilities]
• Document Alerts [see General Document Capabilities]
• Document Routees [see Routing Capabilities]
• Enable Edit for items with closed status [see Item Capabilities]
• Inclusion/Exclusion lines [see General Document Capabilities]
• Instructions and Attributes [see General Document Capabilities]
• Item Import/Export to Excel [see Item Capabilities]
• Maintain a Cataloged Item [see Attachment Capabilities, Catalog Dashboard Capabilities]
• Maintain Compliance Items [see General Document Capabilities]
• Maintain Remarks [see Item Capabilities, Project Dashboard Capabilities]
• Owns documents created, routed, global [see Document Update Rights]
• Permissions for any item on the document [see Document Update Rights]
• Post Expenses [see Change Order-Specific Capabilities]
• Post Revenue [see Change Order-Specific Capabilities]
• Self Service RFQ [see Bid Package-Specific Capabilities]
• Update account encoding [see Commitment & Pay Request-Specific Capabilities]
• Use Mask to control Doc Number [see General Document Capabilities]
• User Inbox Inbound Email Attachment Link [see Home Dashboard Capabilities]

LIST

• Can access all projects without being a team member [see Home Dashboard Capabilities]
• Can change catalog file filter [see Catalog Dashboard Capabilities]
• Can merge two contacts [see Contacts Dashboard Capabilities]
• [V2020+] Can Read All Files [see Catalog Dashboard Capabilities]
• Can see all company divisions [see System Admin Dashboard Capabilities]
• Can see all contacts [see Contacts Dashboard Capabilities]
• Can see Labor Transactions [see Project Dashboard Capabilities]
• Can see list of Documents regardless of access [see Catalog Dashboard Capabilities]
• Free form Addresses [see General Document Capabilities]
• Free form meeting attendee names [see Meeting Minutes-Specific Capabilities, General Document Capabilities]
• Maintain Public Contacts [see Project Dashboard Capabilities]
• Revenue Transactions [see Project Dashboard Capabilities, BFA Workbook-Specific Capabilities]
• System provides links to send an email [see Project Dashboard Capabilities]

PAGE

• Add Files [see Attachment Capabilities, Catalog Dashboard Capabilities]
• Allowed to follow redirection links from outside the system [see Basic System Access Capabilities]
• Async Page Loader [obsolete]
• Attach existing Files and sfDocs to Documents [see Attachment Capabilities]
• Audit Log [see General Document Capabilities, View Menu Capabilities]
• Auto Add Routee Options [see Routing Capabilities]
• BFA History [see BFA Workbook-Specific Capabilities]
• Can change Route Via [see Routing Capabilities]
• Can Export file from the catalog [see Catalog Dashboard Capabilities, Plan Room Capabilities]
• Can get an item from another document [see Item Capabilities]
• Can Load an alternate route [see Routing Capabilities]
• Can see list of documents related to a file [see Catalog Dashboard Capabilities]
• Can use Excel Project Analysis [see Project Dashboard Capabilities, BFA Workbook-Specific Capabilities]
• Catalog Dashboard [see Catalog Dashboard Capabilities]
• Catalog File Viewer [see Basic System Access Capabilities]
• Change Item Register [see Project Dashboard Capabilities]
• Change Order Line Detail by Cost Code [obsolete]
• Commitment Detail [see Project Dashboard Capabilities, BFA Workbook-Specific Capabilities]
• Commitment Line Detail by Cost Code [see BFA Workbook-Specific Capabilities]
• Competitive Bid Analysis [see Project Dashboard Capabilities, Bid Package-Specific Capabilities]
• Contacts Dashboard [see Contacts Dashboard Capabilities]
• Copy a document [see General Document Capabilities]
• Diagnostic Utilities [see Diagnostic Tool Capabilities]
• Document Access [see Catalog Dashboard Capabilities, General Document Capabilities]
• Document Save Confirmation (everyone) [see Change Order-Specific Capabilities]
• Excel Period Distribution [see Period Distribution Workbook-Specific Capabilities]
• Excel Project Budgeting & Forecasting [see BFA Workbook-Specific Capabilities, Period Distribution Workbook-Specific Capabilities]
• Executive Dashboard [see Executive Dashboard Capabilities]
• Executive Dashboard Export [see Executive Dashboard Capabilities]
• Help Menu (everyone) [obsolete]
• Home Dashboard [see Home Dashboard Capabilities, Basic System Access Capabilities]
• HTML Viewer [see Custom Info Dashboard Capabilities]
• ItemTask/Budget Detail [see Change Order-Specific Capabilities]
• Manager Dashboard [see Manage Dashboard Capabilities]
• My Settings [see Basic System Access Capabilities]
• Plan Room Dashboard [see Plan Room Capabilities]
• Project Change Order Markup [see Project Dashboard Capabilities]
• Project Dashboard [see Home Dashboard Capabilities and Project Dashboard Capabilities]
• Project Site Address Maintenance [see Project Dashboard Capabilities]
• Report viewer [see General Document Capabilities, Basic System Access Capabilities]
• Select/Designate target SOV Line for Change Item [see Change Order-Specific Capabilities]
• Submittal Item Register [see Project Dashboard Capabilities]
• System Admin Dashboard [see System Admin Dashboard Capabilities]
• Transaction Detail [see Project Dashboard Capabilities, BFA Workbook-Specific Capabilities]
• User/Contact Display [see General Document Capabilities, Project Dashboard Capabilities]
• Virtual Popup Admin Pages [see System Admin Dashboard Capabilities]
• Virtual Popup Pages [see Basic System Access Capabilities]
• Weather History [see Project Dashboard Capabilities]

PART

• Action Item Inbox [see Home Dashboard Capabilities]
• Alert Subscription Maintenance [see Manage Dashboard Capabilities]
• Alert Type Maintenance [see System Admin Dashboard Capabilities]
• Can customize BFA settings [see BFA Workbook-Specific Capabilities]
• Can customize SOV settings [see SOV Workbook-Specific Capabilities]
• Catalog File Version History [see Catalog Dashboard Capabilities]
• Code Maintenance [see Manage Dashboard Capabilities]
• Company Maintenance [see System Admin Dashboard Capabilities]
• Compliance Type Maintenance [see Manage Dashboard Capabilities, System Admin Dashboard Capabilities]
• CSI Maintenance [see Manage Dashboard Capabilities]
• Date Type List [see Manage Dashboard Capabilities]
• Document Template List [see Manage Dashboard Capabilities]
• Document Type List [see System Admin Dashboard Capabilities]
• Event Subscriptions [see System Admin Dashboard Capabilities]
• Executive Project Summary [see Executive Dashboard Capabilities]
• Library of Catalogued Documents [see Project Dashboard Capabilities]
• Maintain Account Categories (Work breakdown detail) [see System Admin Dashboard Capabilities]
• Maintain Allocations and Markups [see Manage Dashboard Capabilities]
• Maintain Catalog and Report folders [see Catalog Dashboard Capabilities, System Admin Dashboard Capabilities]
• Maintain Cloud Storage Drive List [see System Admin Dashboard Capabilities]
• Maintain Project Cost Codes [see Project Dashboard Capabilities]
• Maintain Project Program List [see Manage Dashboard Capabilities]
• Maintain Workflow Script Library [see System Admin Dashboard Capabilities]
• Mask Maintenance [see System Admin Dashboard Capabilities]
• Program List [obsolete]
• Project Cost Analysis Detail [see Project Dashboard Capabilities]
• Project Document Menu and List [see Project Dashboard Capabilities]
• Project Key Performance Indicators [see Project Dashboard Capabilities]
• Project Links [see Project Dashboard Capabilities]
• Project Photo [see Project Dashboard Capabilities]
• Project Remarks [see Project Dashboard Capabilities]
• Project Site Conditions [see Project Dashboard Capabilities]
• Project Team Contacts [see Project Dashboard Capabilities]
• Reference List [see Manage Dashboard Capabilities]
• Region List Maintenance [see Manage Dashboard Capabilities]
• Route List [see Manage Dashboard Capabilities]
• Rule List [see System Admin Dashboard Capabilities]
• UI Configuration [see System Admin Dashboard Capabilities]
• User Project List [see General Spitfire Dashboard Capabilities, Home Dashboard Capabilities, Project Dashboard Capabilities]
• Watchdog Alerts [see Home Dashboard Capabilities]

SYS

• Access to Peer Accounting System [see Project Dashboard Capabilities]
• Add roles to contact [see Contacts Dashboard Capabilities]
• Attempt exclusive access for all opened documents [see General Document Capabilities]
• Bulk Import Tool [see View Menu Capabilities]
• Can access and process scanned documents [see Batch Scanning Capabilities]
• Can export data from a grid [see General Spitfire Dashboard Capabilities]
• Can get ID for customer or vendor company [see Contacts Dashboard Capabilities]
• Can recycle the IIS application via the UI [see System Admin Dashboard Capabilities]
• Can set the alerted flag in a document [see System Admin Dashboard Capabilities]
• Can Upload batches of scanned documents [see Batch Scanning Capabilities]
• [V2020+] Poke Tool [see Diagnostic Tool Capabilities]
• Change Project ID [see Project Setup-Specific Capabilities]
• Clear Budget/Delete Project [see Project Setup-Specific Capabilities]
• Contact Company Details [see Contacts Dashboard Capabilities]
• Contact Maintenance [see Contacts Dashboard Capabilities]
• Global access [see System Admin Dashboard Capabilities]
• Grant Contacts ability to log into the system [see Contacts Dashboard Capabilities]
• Notify User if an update is available [see System Admin Dashboard Capabilities]
• Read binary documents and extract text [see System Admin Dashboard Capabilities]
• Record weather [see System Admin Dashboard Capabilities]
• Require Spitfire Dashboard [see General Spitfire Dashboard Capabilities]
• Role Maintenance [see System Admin Dashboard Capabilities]
• Site Configuration [see System Admin Dashboard Capabilities]