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 |