Roles are defined with capabilities that determine what a person with that role can do or see in sfPMS. Full Access Rights Minimum Access Rights The user has the ability
Roles are defined with capabilities that determine what a person with that role can do or see in sfPMS. Full Access Rights Minimum Access Rights The user has the ability
Internally sfPMS understands the responsibilities of the following: Accountant Alternate CM Alternate PM Architect Associate Bonder Construction Manager Customer/Owner Development Manager General Contractor Junior PM Lender Operations Manager Project Manager
One of the ways to control which Contacts can see other Contacts is through the use of Organizational Levels assigned to individuals. Organizational Levels are numerical values assigned to Contacts
“Contacts” in Spitfire can refer to companies (organizations) and people (both those who work in these companies and those who do not). Sometimes the term “Contact” is used to mean
Types of Individual Contacts People in sfPMS are assigned one of the following types: Customer: people linked to Customer companies Vendor: people linked to Vendor companies Other: people linked to
Depending on your permission level and from where you access the Contact Details for a person or company, you may see any of the following tabs with some or all
You can assign roles to existing and new contacts through the Member Of tab on the Contact Detail window. These roles will determine what users can access and so in
To copy a role: Access the Member Of tab on Contact Detail record. Click Copy This Role from the name line as the role you want to copy. Edit the
If a role has a blank (global) “Limit By Project” field, you can easily change the “Limit By Project” field to (unassigned) through the icon. The following will happen: The
To change the Notification options when displaying defaults: Access the Contact’s Notification tab. If necessary, click the Show Defaults checkbox. At the Document Type you want to edit, select the new