Below is a list of default privileges for users with an Admin Profile and those with a Member Profile.
Note that only Administrators (Master Permission profile) can have exclusive privileges such as create and invite new users.
Master Permission Profile (only available for Administrator access role)
Delete MSA Line Item:
MSA_LINE_ITEM__DELETEView Scope Actuals:
SCOPE_ACTUALS__VIEWCreate Output Template:
OUTPUT_TEMPLATE__CREATEDelete Fee Item:
FEE_ITEM__DELETEDelete Office Location:
OFFICE_LOCATION__DELETEEdit Second Party:
SECOND_PARTY__EDITAdd Item to Library Folder:
LIBRARY_FOLDER__ADD_ITEMDelete Library Deliverable:
LIBRARY_DELIVERABLE__DELETECreate Library Fee:
LIBRARY_FEE_CREATEEdit Library Third-Party Cost:
LIBRARY_THIRD_PARTY_COST__EDITView Output Template:
OUTPUT_TEMPLATE__VIEWEdit Output Template:
OUTPUT_TEMPLATE__EDITView Company Details:
COMPANY_DETAILS__VIEWSuspend Company Members:
COMPANY_MEMBERS__SUSPENDCreate Rate Card:
RATECARD__CREATEView Company Members Privileges:
COMPANY_MEMBERS_PRIVILEGES__VIEWDelete Scope Fees:
SCOPE__DELETE_FEESDelete Library Component:
LIBRARY_COMPONENT__DELETEView Rate Card Role Cost:
RATECARD_ROLE_COST__VIEWCreate Library Third-Party Cost Group:
LIBRARY_THIRD_PARTY_COST_GROUP__CREATEView Office Location:
OFFICE_LOCATION__VIEWEdit Company SAML Integration:
COMPANY_SAML_INTEGRATION__EDITDelete Scope Type:
SCOPE_TYPE__DELETEMove Library Third-Party Cost:
LIBRARY_THIRD_PARTY_COST__MOVEDelete Rate Card:
RATECARD__DELETEView Company Prediction Data:
COMPANY_PREDICTION_DATA__VIEWDelete Company Members:
COMPANY_MEMBERS__DELETECreate Library Third-Party Cost:
LIBRARY_THIRD_PARTY_COST__CREATEDelete Rate Card Structure:
RATECARD_STRUCTURE__DELETECreate SOW Comment:
SOW_COMMENT__CREATEView Company Members:
COMPANY_MEMBERS__VIEWExport Scope as PDF:
SCOPE__EXPORT_PDFDelete Library Third-Party Cost Group:
LIBRARY_THIRD_PARTY_COST_GROUP__DELETEComplete Scope Deliverable:
SCOPE_DELIVERABLE__COMPLETEEdit Library Third-Party Cost Cascade:
LIBRARY_THIRD_PARTY_COST__EDIT_CASCADEView SOW:
SOW__VIEWUpload Library Component:
LIBRARY_COMPONENT__UPLOADMove Library Component:
LIBRARY_COMPONENT__MOVEEdit Library Folder:
LIBRARY_FOLDER__EDITCreate Fee Item:
FEE_ITEM__CREATEEdit Library Fee:
LIBRARY_FEE_EDITCreate SOW:
SOW__CREATEDelete Scope Template:
SCOPE_TEMPLATE__DELETEDelete Library Third-Party Cost:
LIBRARY_THIRD_PARTY_COST__DELETEDelete Company Privileges Group:
COMPANY_PRIVILEGES_GROUP__DELETEImport Company Traffic System:
COMPANY_TRAFFIC_SYSTEM__IMPORTDelete Library Fee:
LIBRARY_FEE_DELETEEdit Rate Card:
RATECARD__EDITEdit Prediction Component Recommendation:
PREDICTION_COMPONENT_RECOMMENDED__EDITEdit ScopeMark Deliverable Info:
SCOPEMARK_DELIVERABLE_INFO__EDITCreate Scope Type:
SCOPE_TYPE__CREATEEdit Scope Fixed Cost Component:
SCOPE_FIXED_COST_COMPONENT__EDITCreate Library Deliverable:
LIBRARY_DELIVERABLE__CREATECreate Scope Fees:
SCOPE__CREATE_FEESCreate Office Location:
OFFICE_LOCATION__CREATEEdit Library Component Cascade:
LIBRARY_COMPONENT__EDIT_CASCADEEdit Custom Company Traffic System:
COMPANY_TRAFFIC_SYSTEM_CUSTOM__EDITCreate MSA Line Item:
MSA_LINE_ITEM__CREATEStop Scope Deliverable:
SCOPE_DELIVERABLE__STOPView Fee Item:
FEE_ITEM__VIEWView Scope Type:
SCOPE_TYPE__VIEWEdit Child Company Account:
COMPANY_CHILD_ACCOUNT_EDITEdit Active Prediction Component:
PREDICTION_COMPONENT_ACTIVE__EDITView Library Deliverable:
LIBRARY_DELIVERABLE__VIEWDownload Dashboard Reports:
DASHBOARD_REPORT_DOWNLOADS_DOWNLOADCreate Scope Template:
SCOPE_TEMPLATE__CREATEView Second Party:
SECOND_PARTY__VIEWEdit Company Details:
COMPANY_DETAILS__EDITView Scope Markup:
SCOPE_MARKUP__VIEWCreate Company Notification Profile:
COMPANY_NOTIFICATION_PROFILE__CREATEExport Scope as DOCX:
SCOPE__EXPORT_DOCXView Library Fee:
LIBRARY_FEE_VIEWView Scope Discount:
SCOPE_DISCOUNT__VIEWMove Library Folder:
LIBRARY_FOLDER__MOVEEdit Scope:
SCOPE__EDITSubstitute and Unmap Scope Role:
SCOPE_ROLE__SUBSTITUTE_AND_UNMAPView Scope Fees:
SCOPE__VIEW_FEESPreview Dashboard Report Downloads:
DASHBOARD_REPORT_DOWNLOADS_PREVIEWDelete SOW:
SOW__DELETEEdit Scope Discount:
SCOPE_DISCOUNT__EDITEdit Company Traffic System:
COMPANY_TRAFFIC_SYSTEM__EDITView Rate Card:
RATECARD__VIEWView Library Third-Party Cost Group:
LIBRARY_THIRD_PARTY_COST_GROUP__VIEWEdit Company Members:
COMPANY_MEMBERS__EDITView Scope:
SCOPE__VIEWView Roles for Scope Deliverable Component:
SCOPE_DELIVERABLE_COMPONENT__VIEW_ROLESEdit Company Notification Profile:
COMPANY_NOTIFICATION_PROFILE__EDITUpdate Scope Fees:
SCOPE__UPDATE_FEESEdit Prediction Component Order:
PREDICTION_COMPONENT_ORDER__EDITView Library Third-Party Cost:
LIBRARY_THIRD_PARTY_COST__VIEWEdit Library Third-Party Cost Group:
LIBRARY_THIRD_PARTY_COST_GROUP__EDITView Company Notification Profile:
COMPANY_NOTIFICATION_PROFILE__VIEWExport Scope as DocuSign:
SCOPE__EXPORT_DOCU_SIGNTrade Scope Deliverable:
SCOPE_DELIVERABLE__TRADEEdit Company Privileges Group:
COMPANY_PRIVILEGES_GROUP__EDITEdit SOW:
SOW__EDITEdit Company Members Role Level:
COMPANY_MEMBERS_ROLE_LEVEL__EDITEdit Rate Card Structure:
RATECARD_STRUCTURE__EDITEdit Rate Card Location:
RATECARD_LOCATION__EDITMove Library Deliverable:
LIBRARY_DELIVERABLE__MOVEExport Scope as XLSX:
SCOPE__EXPORT_XLSXView Library Third-Party Cost Cascade:
LIBRARY_THIRD_PARTY_COST__VIEW_CASCADEDelete Prediction Component:
PREDICTION_COMPONENT__DELETECreate Scope:
SCOPE__CREATEEdit Company Dashboard:
COMPANY_DASHBOARD__EDITView Company Traffic System:
COMPANY_TRAFFIC_SYSTEM__VIEWEdit Library Deliverable:
LIBRARY_DELIVERABLE__EDITEdit Scope Template:
SCOPE_TEMPLATE__EDITInvite Company Members:
COMPANY_MEMBERS__INVITEDelete Library Folder:
LIBRARY_FOLDER__DELETEAdd/Edit Roles for Scope Deliverable Component:
SCOPE_DELIVERABLE_COMPONENT__ADD_EDIT_ROLESEdit ScopeMark TPC Type Info:
SCOPEMARK_TPC_TYPE_INFO__EDITEdit Office Location:
OFFICE_LOCATION__EDITDelete Prediction Component Copy:
PREDICTION_COMPONENT_COPY__DELETECreate Scope Comment:
SCOPE_COMMENT__CREATEEdit ScopeMark Component Info:
SCOPEMARK_COMPONENT_INFO__EDIT
Member Permission Profile (default profile for User access level)
Move Library Folder:
LIBRARY_FOLDER__MOVEView Scope Discount:
SCOPE_DISCOUNT__VIEWEdit Scope:
SCOPE__EDITCreate Library Third-Party Cost:
LIBRARY_THIRD_PARTY_COST__CREATEEdit Scope Type:
SCOPE_TYPE__EDITCreate SOW Comment:
SOW_COMMENT__CREATEExport Scope to PDF:
SCOPE__EXPORT_PDFExport Scope to CSV:
SCOPE__EXPORT_CSVDelete Library Third-Party Cost Group:
LIBRARY_THIRD_PARTY_COST_GROUP__DELETEView Rate Card:
RATECARD__VIEWView Library Third-Party Cost Group:
LIBRARY_THIRD_PARTY_COST_GROUP__VIEWEdit Cascade for Library Third-Party Cost:
LIBRARY_THIRD_PARTY_COST__EDIT_CASCADEAdd Item to Library Folder:
LIBRARY_FOLDER__ADD_ITEMView SOW:
SOW__VIEWMove Library Component:
LIBRARY_COMPONENT__MOVEEdit Library Folder:
LIBRARY_FOLDER__EDITView Roles for Scope Deliverable Component:
SCOPE_DELIVERABLE_COMPONENT__VIEW_ROLESCreate Scope:
SCOPE__CREATEEdit Library Third-Party Cost:
LIBRARY_THIRD_PARTY_COST__EDITCreate SOW:
SOW__CREATEView Library Third-Party Cost:
LIBRARY_THIRD_PARTY_COST__VIEWEdit Library Third-Party Cost Group:
LIBRARY_THIRD_PARTY_COST_GROUP__EDITExport Scope to DocuSign:
SCOPE__EXPORT_DOCU_SIGNDelete Library Third-Party Cost:
LIBRARY_THIRD_PARTY_COST__DELETEEdit SOW:
SOW__EDITView Output Template:
OUTPUT_TEMPLATE__VIEWMove Library Deliverable:
LIBRARY_DELIVERABLE__MOVEExport Scope to XLSX:
SCOPE__EXPORT_XLSXDelete Scope Component Resources:
SCOPE_COMPONENT_RESOURCES__DELETEArchive SOW:
SOW__ARCHIVECreate Scope Type:
SCOPE_TYPE__CREATEView Rate Card Structure:
RATECARD_STRUCTURE__VIEWView Rates for Scope:
SCOPE__VIEW_RATESView Company Group:
COMPANY_GROUP__VIEWView Library Folder:
LIBRARY_FOLDER__VIEWCreate Library Third-Party Cost Group:
LIBRARY_THIRD_PARTY_COST_GROUP__CREATECreate Library Folder:
LIBRARY_FOLDER__CREATEDelete Scope Type:
SCOPE_TYPE__DELETEView Scope Type:
SCOPE_TYPE__VIEWView Library Deliverable:
LIBRARY_DELIVERABLE__VIEWView Second Party:
SECOND_PARTY__VIEWMove Library Third-Party Cost:
LIBRARY_THIRD_PARTY_COST__MOVEAdd/Edit Roles for Scope Deliverable Component:
SCOPE_DELIVERABLE_COMPONENT__ADD_EDIT_ROLESView Rates for Library:
LIBRARY__VIEW_RATESView Library Component:
LIBRARY_COMPONENT__VIEWExport Scope to DOCX:
SCOPE__EXPORT_DOCXCreate Scope Comment:
SCOPE_COMMENT__CREATE
ALL VIEW PRIVILEGES
View Scope Actuals:
SCOPE_ACTUALS__VIEWView Output Template:
OUTPUT_TEMPLATE__VIEWView Company Details:
COMPANY_DETAILS__VIEWView Company Members Privileges:
COMPANY_MEMBERS_PRIVILEGES__VIEWView Rate Card Role Cost:
RATECARD_ROLE_COST__VIEWView Office Location:
OFFICE_LOCATION__VIEWView Company Prediction Data:
COMPANY_PREDICTION_DATA__VIEWView Company Members:
COMPANY_MEMBERS__VIEWView SOW:
SOW__VIEWView Fee Item:
FEE_ITEM__VIEWView Scope Type:
SCOPE_TYPE__VIEWView Library Deliverable:
LIBRARY_DELIVERABLE__VIEWView Second Party:
SECOND_PARTY__VIEWView Scope Markup:
SCOPE_MARKUP__VIEWView Library Fee:
LIBRARY_FEE_VIEWView Scope Discount:
SCOPE_DISCOUNT__VIEWView Scope Fees:
SCOPE__VIEW_FEESView Rate Card:
RATECARD__VIEWView Library Third-Party Cost Group:
LIBRARY_THIRD_PARTY_COST_GROUP__VIEWView Scope:
SCOPE__VIEWView Roles for Scope Deliverable Component:
SCOPE_DELIVERABLE_COMPONENT__VIEW_ROLESView Company Notification Profile:
COMPANY_NOTIFICATION_PROFILE__VIEWView Library Third-Party Cost:
LIBRARY_THIRD_PARTY_COST__VIEWView Library Third-Party Cost Cascade:
LIBRARY_THIRD_PARTY_COST__VIEW_CASCADEView Company Traffic System:
COMPANY_TRAFFIC_SYSTEM__VIEW
ALL EDIT PRIVILEGES
Edit Second Party:
SECOND_PARTY__EDITEdit Output Template:
OUTPUT_TEMPLATE__EDITEdit Library Third-Party Cost:
LIBRARY_THIRD_PARTY_COST__EDITEdit Company SAML Integration:
COMPANY_SAML_INTEGRATION__EDITEdit Scope Type:
SCOPE_TYPE__DELETEEdit Rate Card:
RATECARD__DELETEEdit Company Members:
COMPANY_MEMBERS__DELETEEdit Library Third-Party Cost Cascade:
LIBRARY_THIRD_PARTY_COST__EDIT_CASCADEEdit Library Component:
LIBRARY_COMPONENT__UPLOADEdit Library Component Cascade:
LIBRARY_COMPONENT__EDIT_CASCADEEdit Prediction Component Recommended:
PREDICTION_COMPONENT_RECOMMENDED__EDITEdit ScopeMark Deliverable Info:
SCOPEMARK_DELIVERABLE_INFO__EDITEdit Scope Fixed Cost Component:
SCOPE_FIXED_COST_COMPONENT__EDITEdit Company Traffic System Custom:
COMPANY_TRAFFIC_SYSTEM_CUSTOM__EDITEdit Company Details:
COMPANY_DETAILS__EDITEdit Company Notification Profile:
COMPANY_NOTIFICATION_PROFILE__EDITEdit Scope Markup:
SCOPE_MARKUP__EDITEdit Library Third-Party Cost Group:
LIBRARY_THIRD_PARTY_COST_GROUP__EDITEdit SOW:
SOW__EDITEdit Company Privileges Group:
COMPANY_PRIVILEGES_GROUP__EDITEdit Rate Card Structure:
RATECARD_STRUCTURE__EDITEdit Rate Card Location:
RATECARD_LOCATION__EDITEdit Library Component:
LIBRARY_COMPONENT__EDITEdit Scope Fixed Cost Deliverable:
SCOPE_FIXED_COST_DELIVERABLE__EDITEdit ScopeMark Component Resource:
SCOPEMARK_COMPONENT_RESOURCE__EDITEdit Library Deliverable:
LIBRARY_DELIVERABLE__EDITEdit Scope Deliverable Component:
SCOPE_DELIVERABLE_COMPONENT__ADD_EDIT_ROLESEdit ScopeMark TPC Type Info:
SCOPEMARK_TPC_TYPE_INFO__EDITEdit Office Location:
OFFICE_LOCATION__EDITEdit ScopeMark Component Info:
SCOPEMARK_COMPONENT_INFO__EDIT
ALL CREATE PRIVILEGES
Create Output Template:
OUTPUT_TEMPLATE__CREATECreate Library Fee:
LIBRARY_FEE_CREATECreate Rate Card:
RATECARD__CREATECreate Library Third-Party Cost Group:
LIBRARY_THIRD_PARTY_COST_GROUP__CREATECreate Library Third-Party Cost:
LIBRARY_THIRD_PARTY_COST__CREATECreate SOW Comment:
SOW_COMMENT__CREATECreate Fee Item:
FEE_ITEM__CREATECreate SOW:
SOW__CREATECreate Scope Type:
SCOPE_TYPE__CREATECreate Library Deliverable:
LIBRARY_DELIVERABLE__CREATECreate Scope Fees:
SCOPE__CREATE_FEESCreate Office Location:
OFFICE_LOCATION__CREATECreate Library Component:
LIBRARY_COMPONENT__EDIT_CASCADECreate MSA Line Item:
MSA_LINE_ITEM__CREATECreate Scope Template:
SCOPE_TEMPLATE__CREATECreate Company Notification Profile:
COMPANY_NOTIFICATION_PROFILE__CREATECreate Library Folder:
LIBRARY_FOLDER__CREATECreate Rate Card Structure:
RATECARD_STRUCTURE__CREATECreate Scope:
SCOPE__CREATECreate Company Group:
COMPANY_GROUP__CREATECreate Second Party:
SECOND_PARTY__CREATECreate Library Component:
LIBRARY_COMPONENT__CREATECreate Company Privileges Group:
COMPANY_PRIVILEGES_GROUP__CREATE
ALL DELETE PRIVILEGES
Delete MSA Line Item:
MSA_LINE_ITEM__DELETEDelete Fee Item:
FEE_ITEM__DELETEDelete Office Location:
OFFICE_LOCATION__DELETEDelete Library Deliverable:
LIBRARY_DELIVERABLE__DELETEDelete Library Component:
LIBRARY_COMPONENT__DELETEDelete Rate Card:
RATECARD__DELETEDelete Company Members:
COMPANY_MEMBERS__DELETEDelete Library Third-Party Cost Group:
LIBRARY_THIRD_PARTY_COST_GROUP__DELETEDelete Library Third-Party Cost:
LIBRARY_THIRD_PARTY_COST__DELETEDelete Company Privileges Group:
COMPANY_PRIVILEGES_GROUP__DELETEDelete Scope Template:
SCOPE_TEMPLATE__DELETEDelete Library Fee:
LIBRARY_FEE_DELETEDelete Rate Card Structure:
RATECARD_STRUCTURE__DELETEDelete SOW:
SOW__DELETEDelete Scope:
SCOPE__DELETEDelete Output Template:
OUTPUT_TEMPLATE__DELETEDelete Library Folder:
LIBRARY_FOLDER__DELETEDelete Second Party:
SECOND_PARTY__DELETEDelete Prediction Component Copy:
PREDICTION_COMPONENT_COPY__DELETE
ALL SCOPE PRIVILEGES
View Scope Actuals:
SCOPE_ACTUALS__VIEWDelete Scope Fees:
SCOPE__DELETE_FEESCreate Scope Type:
SCOPE_TYPE__DELETEExport Scope as PDF:
SCOPE__EXPORT_PDFComplete Scope Deliverable:
SCOPE_DELIVERABLE__COMPLETEView SOW:
SOW__VIEWCreate SOW:
SOW__CREATEView Scope:
SCOPE__VIEWView Roles of Scope Deliverable Component:
SCOPE_DELIVERABLE_COMPONENT__VIEW_ROLESCreate Scope:
SCOPE__CREATE_FEESStop Scope Deliverable:
SCOPE_DELIVERABLE__STOPView Scope Type:
SCOPE_TYPE__VIEWView Scope Markup:
SCOPE_MARKUP__VIEWExport Scope as DOCX:
SCOPE__EXPORT_DOCXView Scope Discount:
SCOPE_DISCOUNT__VIEWEdit Scope:
SCOPE__EDITView Scope Fees:
SCOPE__VIEW_FEESEdit Scope Discount:
SCOPE_DISCOUNT__EDITView Scope:
SCOPE__VIEWExport Scope as DOCU_SIGN:
SCOPE__EXPORT_DOCU_SIGNTrade Scope Deliverable:
SCOPE_DELIVERABLE__TRADEExport Scope as XLSX:
SCOPE__EXPORT_XLSXArchive Scope:
SCOPE__ARCHIVEView Scope Margin:
SCOPE_MARGIN__VIEWEdit Scope Fixed Cost Deliverable:
SCOPE_FIXED_COST_DELIVERABLE__EDITEdit Scope Markup:
SCOPE_MARKUP__EDITCreate Scope:
SCOPE__CREATEDelete Scope:
SCOPE__DELETEEdit Scope Deliverable Component Roles:
SCOPE_DELIVERABLE_COMPONENT__ADD_EDIT_ROLESEdit Scope Comment:
SCOPE_COMMENT__CREATEEdit ScopeMark Component Info:
SCOPEMARK_COMPONENT_INFO__EDIT
ALL LIBRARY PRIVILEGES
Add Item to Library Folder:
LIBRARY_FOLDER__ADD_ITEMDelete Library Deliverable:
LIBRARY_DELIVERABLE__DELETECreate Library Fee:
LIBRARY_FEE_CREATEEdit Library Third Party Cost:
LIBRARY_THIRD_PARTY_COST__EDITView Output Template:
OUTPUT_TEMPLATE__VIEWEdit Library Third Party Cost Group:
LIBRARY_THIRD_PARTY_COST_GROUP__CREATEMove Library Third Party Cost:
LIBRARY_THIRD_PARTY_COST__MOVECreate Library Third Party Cost:
LIBRARY_THIRD_PARTY_COST__CREATEDelete Library Third Party Cost Group:
LIBRARY_THIRD_PARTY_COST_GROUP__DELETEEdit Cascade of Library Third Party Cost:
LIBRARY_THIRD_PARTY_COST__EDIT_CASCADEUpload to Library Component:
LIBRARY_COMPONENT__UPLOADMove Library Component:
LIBRARY_COMPONENT__MOVEEdit Library Folder:
LIBRARY_FOLDER__EDITEdit Library Fee:
LIBRARY_FEE_EDITDelete Library Third Party Cost:
LIBRARY_THIRD_PARTY_COST__DELETEDelete Library Fee:
LIBRARY_FEE_DELETEView Library Fee:
LIBRARY_FEE_VIEWMove Library Folder:
LIBRARY_FOLDER__MOVEView Library Third Party Cost Group:
LIBRARY_THIRD_PARTY_COST_GROUP__VIEWView Library Third Party Cost:
LIBRARY_THIRD_PARTY_COST__VIEWEdit Library Third Party Cost Group:
LIBRARY_THIRD_PARTY_COST_GROUP__EDITView Rates in Library:
LIBRARY__VIEW_RATESView Library Component:
LIBRARY_COMPONENT__VIEWCreate Library Component:
LIBRARY_COMPONENT__CREATEView Library Deliverable:
LIBRARY_DELIVERABLE__VIEWCreate Library Folder:
LIBRARY_FOLDER__CREATEUpload Library Deliverable:
LIBRARY_DELIVERABLE__UPLOADView Library Folder:
LIBRARY_FOLDER__VIEWEdit Library Deliverable:
LIBRARY_DELIVERABLE__EDITDelete Library Folder:
LIBRARY_FOLDER__DELETE
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