Entering/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,…
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Tag Archive: Roles
Access 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…
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Global Roles and Predefined Routes
Question: We have a user with a global role of Accounting. Sometimes this person is not included on a document…
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When 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…
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Accessing 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…
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VID-X002: My Contact Details and Roles
Questions: How can I get to my Contact Details? What info does my Contact Details have? What is the Notifications…
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KBA-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…
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The Proxy Permission
Question: What does it mean to have “proxy permission”? How do I give someone proxy permission? How can I proxy…
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How to Find Roles with Specific Capabilities & Subroles
Question: Is there any easy way to see what roles have a particular capability? Is there a way to see…
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Access to Projects on the Executive Dashboard
Question: I want to give the Senior Executives access to all projects on the Executive Dashboard, and I want to…
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