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Permission Filters and Hierarchy of Privileges
New installations of eplansoft REVIEW are pre-configured with permission settings based on best practices.The
Users with an 'Administrator' user role has have global access (full privileges) to all REVIEW functionality. Privileges cannot be downgraded for Administrator's.
For other user roles, making changes to the default settings are may be necessary for view, edit, update and delete privileges of projects, documents and versions, plan review assignments and reviewer comments.
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This is the most restrictive permission filter. It provides access to data records created by the individual, personally.
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Notify staff members to logout, clear their cache and login again after permission settings have been changed. |
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User Role Definitions
User roles cannot be renamed, however, adjusting the permissions for each user roles is supported.
| User Role | Description |
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| Admin | Responsible for user accounts, permissions and configuration. |
| Project Coordinator | This user typically coordinates many projects for one or more Managers. This user may also be granted permissions to manage configurations, perform Intake and |
| Project Manager | This user typically manages their own Projects. |
| Group Manager | This user manages plan reviewers in his Group(s) and may be granted permissions to edit/delete markups for users in his Group(s). |
| Reviewer | This individual conducts plan reviews and may be granted permissions to generate correction reports and prepare deliverable packages. |
| Contributor | A licensed user who has been granted permissions to view and respond to comments made by the Reviewers. |
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Contributors are prevented from functioning as Plan Reviewers and may not cannot be granted permissions to the Review page. |
The Contributor Role Explained
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- Become members of a project team.
- View comments made by plan reviewers for those projects.
- Receive email alerts when comments have been ‘flagged’ for their input.
- Respond to comments made by the plan reviewers in a secure, user friendly web page.
- View the marked up documents using a PDF viewer, such as Adobe Reader.
- Download the marked up documents if those privileges have been granted
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Best Practices for Configuring Permissions for Project Access
Choosing whether to use the default permission filter settings that grant users project member access or to grant users Global Access to projects should be determined before go live.
When the permission filters are set Project Team member, users who open the Projects page will only see records for projects in which they are a project team member as opposed to all projects that may exist globally. In the same manner, users who open the Assignments page will only see open assignment records for projects in which they are a team member, as opposed to open assignments that may exist globally.
Choosing whether to set the permission filters to Global Access instead of Project Team member access is your choice.
Permission Dependencies for Project records
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- When a plan review assignment is given to a specific user, that individual automatically becomes a project team member.
- Users who add projects automatically become Team project members.
- Administrators are automatically granted team membership to all projects.
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At minimum, all user roles should have view privileges for Project Management.
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Project Managers, Group Managers, Reviewers and Contributors should have View priveleges as project Team Members. This ensures that users can see their 'own projects', but not projects they are not team members of. |
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- Select Security/Permissions from the Navigation panel
- Drill into the appropriate module
- Toggle the View, Add, Edit and Delete checkboxes and choose the appropriate filter for the desired User Role(s)
- Click Save (required).
Notify staff members to logout, clear their cache and login again if permission settings have been changed.
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| The Default Permission screen shots above will be helpful if you want to restore the settings to their original (best practices) configuration. |
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