Designing User Roles

Soni York February 13, 2018

The Roles tool on the System Admin Dashboard allows you to configure your roles.

Roles within sfPMS serve two functions:

They grant Spitfire users specific access rights to Spitfire functions and data.
They identify the responsibility of a user on a project team for routing and reporting purposes.

To learn concepts about roles and capabilities, read the PDF.

To find a role capability by name, see the Index of Role Capabilities.

To find the role capabilities that govern specific areas of Spitfire, click the corresponding link below:

Dashboards
- General Spitfire
  - Office-Integrated Dashboard (sfDash)
  - + Tab
  - Power UX Grids: Export to Excel
  - In-Column Drop-Down Menus
- Home Dashboard
  - Inbox
  - Project List
  - Watchdog Alerts
- Catalog Dashboard
  - Catalog Filters
  - Documents Part
  - Catalog Folders
  - Files Part
- Contacts Dashboard
  - Contact Lookups
  - On-the-Fly Contacts
- Project Dashboard
  - Document Processes and List
  - Team Contacts
  - Linked Projects
  - Key Performance Indicators
  - Cost Analysis Detail
  - Files
  - Photos
  - Remarks
  - Weather Conditions
  - Project Options Menu
- Plan Room Dashboard
- Executive Dashboard
- Custom Info Dashboard
- Manage Dashboard
  - Routes
  - Allocations
  - Alert Subscriptions
  - Compliance Types
  - CSI Maintenance
  - Date Types
  - Programs
  - Reference
  - Region Maintenance
  - Templates
  - Code Maintenance
- System Admin Dashboard
  - Site Configuration Errors
  - Roles
  - Event Subscriptions
  - Catalog Folders/Report Folders
  - Cloud Drives
  - Account Categories
  - Alert Types
  - Company Divisions
  - Compliance Types
  - Doc Types
  - Workflow Scripts
  - UI Configuration
  - Mask Maintenance
  - Rule Maintenance
  - System Information

Everyone
- Basic System Access
Documents
- Document Update Rights
- General Document Capabilities
  - Exclusive Update Rights
  - Document Options Menu
  - Masked Doc Numbers
  - Document Status
  - Address Tab
  - Attendees Tab
  - Compliance Tab
  - Incl/Excl Tab
  - Instr/Attr Tab
- Item Capabilities
  - Item Folders
  - Item Options Menu
- Routing Capabilities
  - Routee Options Menu
- Attachment Capabilities
Specific Documents
- Bid Package
- Budget/Forecast
  - BFA Workbook
- CCO
- Change Order
- Commitment & Pay Request
- Meeting Minutes
- Pay Application
  - SOV Workbook
- Period Distribution (Project Cash Flow)
  - Period Distribution Workbook
- Project Setup
Other capabilities
- Batch Scanning
- Configuration Capabilities
- Diagnostic Tools
- View Menu
  - Bulk Import Tool

Keyword: index of role capabilities, permissions