Contacts Dashboard Capabilities
The Contacts Dashboard is made up of three parts: the View List (Contacts or Companies), the corresponding list, and…
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Tag Archive: Roles
Catalog Dashboard Capabilities
The Catalog Dashboard is made up of a filter area (yellow), a documents part (green), a folders part (peach), and…
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General Document Capabilities
The user’s ability to access documents is affected by the user’s access rights to projects. If the user does not…
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Routing Capabilities
Access to a document also gives that user access to the Route detail tab on the document and permission to…
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Item Capabilities
Users are allowed to view, add, expand and update Items only if they have document update rights, or if they…
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Home Dashboard Capabilities
The Home Dashboard is made up of an Inbox part (yellow), a Project List part (green) and a Watchdog Alerts…
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General 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…
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Attachment Capabilities
Users who can open a document can see the list of attachments on that document (unless the attachment is marked…
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Document Update Rights
A user with minimum access will not generally be able to update documents routed to him or her. However, other…
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Index 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…
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