Copying Roles and CapabilitiesCopying Roles and Capabilities

Question: Sometimes we realize that we need a new role, but would like it to have the same capabilities as an existing role. Other times we have a new user

Information About Role CapabilitiesInformation About Role Capabilities

Question: First, how can I find out what role capability is needed for a certain access or permission? Second, how can I know if any roles in my system already

Your Own RolesYour Own Roles

Question: I know that Spitfire roles determine permissions in the system. How can I know which roles I have been given? Answer: Every user, regardless of permissions, can see their

Entering/Finding Roles vs. Contacts for Predefined RoutesEntering/Finding Roles vs. Contacts for Predefined Routes

Question: I am adding a Seq row to an existing predefined route and want to add a specific role; however, when I type the role in the User/Role field, Spitfire

Access to Drill Down Labor TransactionsAccess to Drill Down Labor Transactions

Question: One of our users needs to access Actuals for a Labor account category on the Cost Analysis Details part of the Project Dashboard. What permissions are required in this

Global Roles and Predefined RoutesGlobal Roles and Predefined Routes

Question: We have a user with a global role of Accounting. Sometimes this person is not included on a document route even though the predefined route includes the role of 

When You Accidentally Set a Status to CompletedWhen You Accidentally Set a Status to Completed

Request: It has happened more than once: a user sets the Project Setup status to Completed, only to need to do more with that project afterward. Or a user accidentally

Accessing the Roles Tool from Contact DetailsAccessing the Roles Tool from Contact Details

Did You Know? Spitfire makes it easy for those with proper permission (see KBA-01399) to grant a new role capability or permission to a user from that user’s Contact Detail

KBA-01804: Permissions for Certain Fields on RFQs and Bid PackagesKBA-01804: Permissions for Certain Fields on RFQs and Bid Packages

Question: I gave a user the proper role capabilities for creating and editing a Bid Package, yet this user cannot change the Status or Subtype fields, among others.  What else