Feature Matrix

By default, the following permissions are available to Users, System Administrators (SA), and Project Administrators (PA).

Category

Feature

SA Only

SA & PA

Permission Granted

All Invited Users

Administration

Define & manage project status selections

X

 

 

 

Administration

Manage site language translations

X

 

 

 

Administration

Run cleanup of temp folders

X

 

 

 

Administration

Send system-wide emails

X

 

 

 

Administration

Specify required user info

X

 

 

 

Administration

Test ProjectDox Web Services

X

 

 

 

Administration

Troubleshoot site configuration

X

 

 

 

Administration

View who is logged  into ProjectDox

X

X

X

 

Administration

Create Reports

X

X

 

 

Administration

Manage Scheduled Tasks

X

 

 

 

File

Check-In/Check-Out file

X

X

If granted upload and download permissions

 

File

Compare files

X

X

X

X

File

Copy file

X

X

If granted upload permission to source and destination folders

 

File

Download file

X

X

X

 

File

Delete file

X

X

If granted delete permissions

 

File

Manage project file metadata

X

X

If incorporated in a web service

 

File

Move file

X

X

If granted delete permission from source and upload permissions to destination folder

 

File

Re-sequence files

X

X

 

 

File

Upload file

X

X

X

 

File

View file

X

X

X

X

File

View history

X

X

X

X

Document Merge

Provides a workspace to interactively order selected files and create a singled, merged file

X

X

If granted stamp permissions

 

Folder

Manage default folders

X

 

 

 

Folder

Manage project folders

X

X

X

 

Help

View ProjectDox help

X

X

X

X

Markup

Create markups

X

X

X

 

Markup

Delete markup entities

X

X

User who created markup

 

Markup

Delete markup file

X

X

X

 

Markup

Edit markups

X

X

User who created markup

 

Markup

View markups

X

X

X

 

Notifications

Project-level Notifications

X

X

 

 

Project

Copy Project

X

X

 

 

Project

Create Project

X

If granted Project Create permissions (PCR))

If granted Project Create permissions (PCR)

 

Project

Delete Project

X

 

 

 

Project

Edit project info

X

X

 

 

Project

Enter any project

X

 

 

 

Project

Grant project creation rights

X

 

 

 

Project

Manage all projects

X

 

 

 

Project

Project Export

X

X

If incorporated in a web service

 

Project

Project level Team Mail

X

X

X

X

Project

Project Templates

X

 

 

 

Project

Update non-SA project status

X

X

 

 

Project

Update SA only project status

X

 

 

 

Project

View project info 

X

X

X

X

ProjectFlow

Manage/Edit Workflows

X

X

 

 

ProjectFlow

Design Workflows

X

 

 

 

 

ProjectFlow

View all ProjectFlow workflow tasks for all users

X

 

Can see project-specific workflow tasks when in Dept. Review step, if in Review Coordinator group

 

ProjectFlow

Manage Workflow types

X

 

 

 

Reports

Run Reports

X

X

Configurable

 

Reports

View Reports

X

X

Users with report permissions

 

Roles

Manage default roles

X

 

 

 

Roles

Manage project roles

X

X

 

 

Search

Search (results governed by permissions)

X

X

X

X

Stamp

Apply File Stamps and Batch Stamp

X

X

If granted stamp permissions

 

Stamp

Create stamp template

X

X

If granted stamp permissions

 

Stamp

Grant stamp permission

X

 

 

 

Template

Edit/Create Project Groups and Templates

X

 

 

 

Template

Edit/Create Site Groups and Default Templates

X

 

 

 

Discussion Board

File level create discussions

X

X

If enabled

 

Discussion Board

File level edit discussions

X

X

User who created the discussion (if enabled)

 

Discussion Board

Manage discussions closure categories

X

 

User who created the discussion (if enabled)

 

Discussion Board

Review discussions

X

X

If enabled

 

Discussion Board

View and add project level discussions

X

X

If enabled

If enabled

User

Edit user profile

X

 

 

X

User

Grant multiple login permission

X

 

 

 

User

Grant SA permissions

X

 

 

 

User

Allow Workflow Reports

X

X

 

 

User

 Allow Workflow Start

If in a group with Allow Workflow Start permission

If in a group with Allow Workflow Start permission

If in a group with Allow Workflow Start permission

If in a group with Allow Workflow Start permission

User

Disable Invitation Email

X

X

 

 

User

Private Group designation

X

X

 

 

User

Import list of users

X

 

 

 

User

Manage project users

X

X

X

 

User

Subscription manager

X

X

X

X

User

Manage user metadata

X

X

 

 

User

Manage users site-wide

X

 

 

 

User

User - Restore

X

 

 

 

User

User - Revoke

X

 

 

 

User

View user event history

X

 

 

 

User

View user profile info

X

X

X

X

Viewer

Print Brava view

X

X

X

 

Workflow

Reassign workflow tasks

X

X

 

 

Workflow

Reaccept workflow tasks

X

X

Configurable

X

Workflow

Cancel or change status of workflow

X

X

 

 

Workflow

Full page viewing of tasks from workflow

X

X

Anyone with a task

X