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
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
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
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
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)
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
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
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
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.
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