System Admin Dashboard CapabilitiesSystem Admin Dashboard Capabilities

Often the System Administrator is given global access to all parts of the system, including the tools on the System Admin Dashboard. Global access is given through the following capability:

Resubmit Submittal Items (AutoCopyWhen)Resubmit Submittal Items (AutoCopyWhen)

Doc types (for example, Submittals and Submittal Packages) can be configured so that when an Item is given a particular status (such as Resubmit) and the document is saved, the Item

Manage Dashboard CapabilitiesManage Dashboard Capabilities

The Manage Dashboard is made up of only two parts: the Tools list and the corresponding Tool part. Access to the various tools on the Manage Dashboard requires several capabilities.

Custom Info Dashboard CapabilitiesCustom Info Dashboard Capabilities

If your site has added a custom “Info” tab to the system, the corresponding dashboard will display HTML-formatted text. (See KBA-01636 for more information about creating such a dashboard.) To

Executive Dashboard CapabilitiesExecutive Dashboard Capabilities

The Executive Dashboard includes only one part: Executive Project Summary. The following capabilities govern the Executive Dashboard. Note: these capabilities are required to be on a global role. PAGE |

Plan Room CapabilitiesPlan Room Capabilities

Contacts who are designated as Spitfire Users, have login IDs, and are given the following capability can access the Plan Room Dashboard. Only documents that are in a pending state

Project Dashboard CapabilitiesProject Dashboard Capabilities

The Project Dashboard is made up of many parts. Access to the different parts of the dashboard require specific capabilities. PAGE | Project Dashboard (R) R allows the user to

Contacts Dashboard CapabilitiesContacts Dashboard Capabilities

  The Contacts Dashboard is made up of three parts: the View List (Contacts or Companies), the corresponding list, and the filters. Access to the dashboard includes access to the

Catalog Dashboard CapabilitiesCatalog Dashboard Capabilities

The Catalog Dashboard is made up of a filter area (yellow), a documents part (green), a folders part (peach), and a files part (blue). Users need the capability below to

General Document CapabilitiesGeneral Document Capabilities

The user’s ability to access documents is affected by the user’s access rights to projects. If the user does not have access to a project, that that user will not