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

Routing CapabilitiesRouting Capabilities

Access to a document also gives that user access to the Route detail tab on the document and permission to view and edit (“thumbs up”, change status, add a Rsp)

Item CapabilitiesItem Capabilities

Users are allowed to view, add, expand and update Items only if they have document update rights, or if they are the Responsible party on the document. Additional access rights

Home Dashboard CapabilitiesHome Dashboard Capabilities

The Home Dashboard is made up of an Inbox part (yellow), a Project List part (green) and a Watchdog Alerts part (salmon). Contacts who are designated as Spitfire users, who

General Spitfire Dashboard CapabilitiesGeneral Spitfire Dashboard Capabilities

Office-Integrated Dashboard (sfDash) By default, sfPMS opens in a user’s default browser. Users who should be transferred automatically to the Spitfire Office Integrated dashboard from Internet Explorer need the following

Attachment CapabilitiesAttachment Capabilities

Users who can open a document can see the list of attachments on that document (unless the attachment is marked “not sent”) and can drag and drop other files onto

Document Update RightsDocument Update Rights

A user with minimum access will not generally be able to update documents routed to him or her.  However, other factors come into play with regard to updating a document.

Index of Role CapabilitiesIndex of Role Capabilities

CSTM Customizable 1 [see Configuration Capabilities] Customizable 2 [see Configuration Capabilities] Customizable 3 [see Configuration Capabilities] External Staff [see Configuration Capabilities] Internal Staff [see Configuration Capabilities, Attachment Capabilities] DOC Attach File From Template [see Attachment