Understanding Roles and Contacts

This entry is part 2 of 25 in the series Setup Guide - Contacts

An understanding of Contacts in sfPMS requires an understanding of roles. Roles are created and capabilities are assigned during the implementation stage of sfPMS.

A role has two functions:

  • First, it is a collection of capabilities granting the users who are members of this role specific access rights and permissions to Spitfire functions and data.
  • Second, it is a Project Responsibility identifier. By identifying a Contact’s responsibility on a project, Spitfire knows how to certain roles fit into the organization of a project, regardless of what the roles are actually called.

From your perspective, roles often correspond to job titles. Some examples of Spitfire roles are Project Lead, Architect, Supervisor, Project Assistant, System Manager, etc. All Spitfire users are automatically given the role of Everyone.

 

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