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In this article:

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The hierarchy of the Permission filters are shown in the diagram, right.

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Permission Filter Definitions

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  1. Become members of a project team.
  2. View comments made by plan reviewers for those projects.
  3. Receive email alerts when comments have been ‘flagged’ for their input. 
  4. Respond to comments made by the plan reviewers in a secure, user friendly web page.
  5. View the marked up documents using a PDF viewer, such as Adobe Reader.
  6. Download the marked up documents if those privileges have been granted


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Permission Dependencies for

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Project records

The Project Workflow Process

For project team members who participate in one or more processes described below, their user roles require the appropriate VIEWview, ADDadd, EDIT edit and optionally DELETE delete permissions, to the following entities shown below.


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Project Team Membership

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For project team members who conduct plan review or who manage plan review staff, their user roles require at minimum View permissions to Project Management and the appropriate add, edit (and optionally delete) permissions to the entities shown in the diagram below, right:


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Default Permissions for the Review Page

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Info

The Contributor user role cannot be granted permission to the Plan Review page. Instead, Contributors may view/download the marked up documents and view/respond to comments for projects they have membership in.

Default Permissions for Project Comments


Best practices for team members privileges on the Project Comments Page are shown in the screen shot below. Modify the settings as desired. Note the typical settings for Group Managers and Reviewers and Contributors.

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