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User Authority Roles Explained

In your User's record, you must assign an authority  Role. Below is an explanation of each Role:

a.    Admin.
Can do everything.

b.    Manager.
Cannot do the following: Cannot change users
passwords, delete projects, delete/edit subcontractor/company notes, manage Groups, access the Master Fax Log, and cannot export Contact Data.

c.    User.
Same restrictions as Manager, and also cannot manage Divisions & Trades, List users, and cannot add a user.

d.    Guest.
Same restrictions as User, and also cannot Add a project, cannot add, edit or publish a Bid Form or Bid Form Template in PreconTabs, cannot access the Planroom, cannot export a Bidders List to Excel, and cannot add or edit a Company or Contact in a company record (they can edit contact name, phone, or email address on certain list screens such as Select Bidders and Bid Lists).

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