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Each user must be given one user role described below. System-wide permissions are configured by user role.


User Role

Description

Administrator

Responsible for user accounts, permission settings and site configuration.

Project Manager

This user typically manages their own Projects.

Project Coordinator

This user typically coordinates many projects for one or more Managers.

Group Manager

This user manages plan reviewers in his Group.

Reviewer

This individual conducts plan review.

Contributor

An individual who has been granted permissions to view and respond to comments made by the Reviewers, but will not perform plan review. Consider project owners, sub-contractors, etc., candidates for this user role. 


Info

An administrator account for info@eplansoft.com is provided Administrator account is included for technical support purposes. This user account is read only.


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Creating a new user record

Select Security/Users from the Navigation panel to open the User List. By default, active users will be displayed, in-active users will be hidden. 

Request a new Account

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When an individual submits a ‘Request a new Account’ request from the Login page, their user record is created with a temporary password, an inactive status and an empty user role.

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