Role Permissions Matrix

Kine Lunde
Kine Lunde
  • Oppdatert

Projects

 

Project Manager 

 Supervisor  

 Contributor  

 Supplier  

 Client  

 Spectator  

Can create a new project linked to company* ✔️

✔️

✔️ 

✔️ 

✔️ 

✔️ 

Can create single-user project ✔️

✔️

✔️ 

✔️ 

✔️ 

✔️ 

Can add billing info in single-user project (new members can be added) to convert to standalone project ✔️

✔️

Can view project ✔️

✔️

✔️ 

✔️ 

✔️ 

✔️ 

Can edit project details

✔️

✔️

Can enable/disable project feature set

✔️

✔️

Can fine-tune permissions for project members ✔️ ✔️  

 

Can import/replace project SoW ✔️ ✔️

Can generate, view, download SoW Report ✔️ ✔️ ✔️  ✔️   

  

Can generate, view, download Issues Report ✔️ ✔️  ✔️ ✔️  ✔️

 

Can generate, view, download Project Report (Daily, Weekly) ✔️  ✔️  

Can view project member list ✔️  ✔️   ✔️   ✔️ 

✔️ 

 

Can invite new members ✔️  ✔️   ✔️   ✔️ 

✔️ 

 

Can block project members ✔️  ✔️    

 

Can mark project as completed ✔️  ✔️    

 

Can remove project** (auto-request sent to Fonn Support)    

 

* Only if the person is a member of the company's organisation in Fonn. Otherwise the project will be a stand-alone project with no link to the company and its organisation templates, and it will not be possible to invite other project members to the project via the company billing plan.

** Only the Project Owner can remove projects. They can do so regardless of role. 

Scope of Works

 

Project Manager 

 Supervisor  

 Contributor  

 Supplier  

 Client  

 Spectator  

Can view SoW

✔️

✔️ 

✔️*

✔️*

✔️*

✔️*

Can add data to SoW item

✔️

✔️

✔️

✔️

✔️

Can update time spent, progress in SoW item

✔️

✔️ 

✔️

✔️

✔️

Can change SoW status (except verified status)

✔️

✔️

✔️

✔️

✔️

Can verify SoW item ✔️ ✔️

Can edit SoW, incl. details in SoW items (responsible, dates, estimates)  ✔️ ✔️ ✔️** ✔️**  

 

* Permission to view the project SoW can be removed in Project Settings.
** Can edit responsible and total progress

 

Documents

 

Project Manager 

 Supervisor  

 Contributor  

 Supplier  

 Client  

 Spectator  

Can view public organisational folders

✔️

✔️

✔️

✔️

✔️

✔️

Can view internal organisational folders*

✔️

✔️

✔️

✔️

✔️

✔️

Can view public folders

✔️

✔️

✔️

✔️

✔️

✔️***

Can create private/public folder**

✔️

 ✔️

✔️

✔️ 

✔️

Can upload, update document in any folder (if access) ✔️

✔️

✔️

✔️

✔️

 
Can move, rename, delete own private/public folder ✔️

✔️ 

✔️ 

✔️ 

✔️ 

 
Can move, rename, delete own document

✔️

✔️ 

✔️ 

✔️ 

✔️ 

Can view all private folders  ✔️ ✔️       

Can move, rename, delete someone else's private/public folder**

✔️ 

✔️ 

 

Can move, rename, delete someone else's document ✔️ ✔️  
Can view Contracts folder

✔️

✔️ 

✔️

 

Can create private/public folder inside Contracts folder

✔️

✔️

 

✔️ 

Can upload, rename, move, remove document in Contracts folder

✔️

✔️

 

✔️ 

Can view Forms folder ✔️ ✔️ ✔️ ✔️ ✔️

Can fill out new Form ✔️ ✔️ ✔️ ✔️  

 

Can add Pins to Document ✔️ ✔️ ✔️ ✔️ ✔️

* If org. member or admin

** Does not apply to Contracts folder (move, delete), Scope of Works folder, Forms folder.

*** Does not apply to Forms folder. 

 

Issues

 

Project Manager 

 Supervisor  

 Contributor  

 Supplier  

 Client  

 Spectator  

Can view public issue

✔️

✔️ 

 ✔️

✔️ 

✔️

✔️

Can create new private/public issue

✔️

✔️

✔️

✔️

✔️

Can view private issue if assigned to it

✔️

✔️

✔️

✔️

✔️

Can add comment/entry to issue

✔️

✔️

✔️

✔️

✔️

Can invite member to issue

✔️

✔️

✔️

✔️

✔️

Can change own issue to private or public

✔️

✔️

✔️

✔️

✔️

Can add category, rename, resolve, reopen own issue

✔️

✔️

✔️

✔️

✔️

Can view any private issue ✔️ ✔️

Can change someone else's issue to private or public ✔️ ✔️    

 

Can add category, rename, resolve, reopen someone else's issue ✔️ ✔️    

 

Can add Change Request to issue ✔️ ✔️    

 

Can remove member from issue ✔️    

 

 

Tasks

 

Project Manager 

 Supervisor  

 Contributor  

 Supplier  

 Client  

 Spectator  

Can view task

✔️

✔️ 

 ✔️

✔️ 

✔️*

✔️

Can create task in issue or from project landing page

✔️

✔️

✔️

✔️

✔️

✔️**

Can rename, comment, complete, reject, reopen, re-assign, change due date, remove in created task

✔️

✔️

✔️

✔️

✔️

✔️**

Can rename, comment, complete, reject, reopen, re-assign, change due date, remove in assigned task

✔️

✔️

✔️

✔️

✔️

✔️**

Can rename, comment, complete, reject, reopen, re-assign, change due date, remove someone else's task ✔️ ✔️

Can view tasks created in private issues ✔️ ✔️ ⛔*** ⛔*** ⛔***

⛔***

* Can only view tasks that they created or are assigned to
** Spectator can create tasks for themselves, but not assign tasks to other users. 
*** Can see task if they have access to the private issue

 

Variations

 

Project Manager 

 Supervisor  

 Contributor  

 Supplier  

 Client  

 Spectator  

Can view Variations

✔️

✔️ 

✔️

Can add Variations ✔️ ✔️

Can accept/reject Variations ✔️ ✔️ ✔️

Can delete pending Variations ✔️ ✔️

Can delete accepted/rejected Variations 

 

RFIs

 

Project Manager 

 Supervisor  

 Contributor  

 Supplier  

 Client  

 Spectator  

Can create an RFI

✔️

✔️ 

✔️

✔️

✔️

Can answer RFIs ✔️ ✔️ ✔️ ✔️ ✔️

Can accept/reject RFIs ✔️ ✔️ ✔️ ✔️ ✔️

Can change an RFI's respondent  ✔️ ✔️

Can generate RFI reports ✔️ ✔️

 

Submittals

 

Project Manager 

 Supervisor  

 Contributor  

 Supplier  

 Client  

 Spectator  

Can view Submittals

✔️

✔️ 

✔️

✔️

✔️

✔️

Can create a Submittal ✔️ ✔️ ✔️ ✔️ ✔️

Can accept/reject Submittals ✔️ ✔️ ✔️ ✔️ ✔️

Can notify the approver ✔️ ✔️ ✔️ ✔️ ✔️

✔️

Can generate
Submittals reports
✔️ ✔️

 

Project Reports

 

Project Manager 

 Supervisor  

 Contributor  

 Supplier  

 Client  

 Spectator  

Can generate Project Reports

✔️

✔️ 

Can download Project Reports ✔️ ✔️ ✔️ ✔️

Can delete Project Reports ✔️ ✔️ ✔️ ✔️

 

Check-ins

 

Project Manager 

 Supervisor  

 Contributor  

 Supplier  

 Client  

 Spectator  

Can check-in themselves

✔️

✔️ 

✔️

✔️

✔️

✔️

Can check-in a project member or guest ✔️ ✔️ ✔️ ✔️ ✔️

✔️

Can view check-ins of other project members ✔️ ✔️

Can generate a check-in report ✔️ ✔️

Can view check-in location of other users ✔️ ✔️

Can turn Geofencing on/off in Localization ✔️ ✔️

 

Forms

 

Project Manager 

 Supervisor  

 Contributor  

 Supplier  

 Client  

 Spectator  

Can view available forms 

✔️

✔️ 

✔️

✔️

✔️

Can fill out a new form ✔️ ✔️ ✔️ ✔️

Can view drafted and submitted forms* ✔️ ✔️ ✔️ ⛔* ⛔*

* Can view submitted forms if they are published in a public Documents folder. 

 

Budget Management

 

Project Manager 

 Supervisor  

 Contributor  

 Supplier  

 Client  

 Spectator  

Can create new packages

✔️

✔️ 

Can import Scope of Works ✔️ ✔️

Can modify budget details ✔️ ✔️

Can view change requests within a package ✔️ ✔️

Can add change requests to packages ✔️ ✔️

 

Time Cards

 

Project Manager 

 Supervisor  

 Contributor  

 Supplier  

 Client  

 Spectator  

Can add time tracks to a SoW item

✔️

✔️ 

✔️

✔️

Can edit own daily time entries and time tracks in draft state for a project during a week ✔️ ✔️ ✔️ ✔️

Can edit daily time entries and time tracks of other project members in draft state for a project during a week ✔️ ✔️

Can configure Time Classifications for a specific project ✔️ ✔️

Can approve/reject weekly Time Cards for a project ✔️ ✔️

Can manage Time Classifications for an organization (if organization admin) ✔️ ✔️

Can see organization level Time Cards view with all project (if organization admin) ✔️ ✔️

 

Offline Mode

 

Project Manager 

 Supervisor  

 Contributor  

 Supplier  

 Client  

 Spectator  

Can make a project available offline 

✔️

✔️ 

✔️

✔️

✔️

✔️

Can create issues for offline projects ✔️ ✔️ ✔️ ✔️ ✔️

Can mark documents as available offline  ✔️ ✔️ ✔️ ✔️ ✔️

✔️

 

 

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