'''[[FoldersGroups|Back]] Folders and Groups -- [[TableOfContents|Up]] Table of Contents -- [[SystemConfiguration|Next]] System Configuration'''

----

= Users and User Roles =

<<TableOfContents>>

DrawMGT maintains a list of users, which all users can view. The user list contains the names of all
users, including their contact information. You can send emails to other DrawMGT users by clicking
on the email addresses in the user lists and detail pages.

The DrawMGT user list can serve as the project's phone and contact list.

To find users use the left-hand menu item '''Users - Search'''. The search will produce a list of users
matching your search criterion.

= User Details =

You can view all information about a user by clicking on the links on the user's first or last name. The
user detail screen contains the following blocks:

 * '''User Details''' - The user's name and contact information
 * '''Project Defaults''' - The user's default folder and group. E.g. where they normally work.
 * '''Login Details''' - The users login name and if their loin is enabled. Note that not all DrawMGT
   users have logins. Submittal recipients, for example, may not need a login.
 * '''User Roles''' - the roles, organized by folder and group, assigned to the user.

You can directly view your user details by clicking on your login name in the right-hand part of the
header.

If your own user roles allow it you can create new users, update users, (re-)set user passwords and
assign user roles. The links to perform these operations are in the left-hand menu and at the bottom of
the user list and detail screens.

= User Roles =

You can update user roles from the user detail screen. The '''Update Roles''' button presents a screen that
lists all the roles and groups in the current folder. You can assign a roles for a particular group or for
all groups in the folder.

User roles for transactions and viewing data:

 || '''Role'''    || '''Description'''                                                                ||
 ||<-2> '''Administrator Roles'''                                                                     ||
 || Root          || System administration (for SoftXS support only)                                  ||
 || Administrator || Site administrator, can create and update user and user roles.                   ||
 ||<-2> '''Management Roles'''                                                                        ||
 || PM            || Project manager.                                                                 ||
 || PM-Deputy     || Project manager deputy. Same permissions as PM                                   ||
 || PM-Assistant  || Project manager assistant. Same permissions as PM                                ||
 || LE            || Lead engineer.                                                                   ||
 || LE-Deputy     || Lead engineer deputy. Same permissions as LE.                                    ||
 || LE-Assistant  || Lead engineer assistant. Same permissions as LE.                                 ||
 ||<-2> '''Workflow Roles'''                                                                          ||
 || Designer      || User appears as the responsible perform for the design workflow step.            ||
 || Drafter       || User appears as in the list of drafters                                          ||
 || Receiver      || User appears as the responsible perform for the receive workflow step.           ||
 || Checker       || User appears as the responsible perform for the check workflow step.             ||
 || Approver-1    || User appears as the responsible perform for the approve-1 workflow step.         ||
 || Approver-2    || User appears as the responsible perform for the approve-2 workflow step.         ||
 || Approver-3    || User appears as the responsible perform for the approve-3 workflow step.         ||
 || Approver-4    || User appears as the responsible perform for the approve-4 workflow step.         ||
 || Releaser      || User appears as the responsible perform for the release workflow step.           ||
 || Submitter     || User appears as the responsible perform for the submit workflow step.            ||
 ||<-2> '''Viewer / Task Roles'''                                                                     ||
 || Viewer        || User is able to view documents details and document (but not source files)       ||
 || Commenter     || User is able to view, create and update tasks.                                   ||

If you roles prohibit you from viewing certain tasks, but you are able to view document details, you
are still able to see the task list summary in the document detail list, but you will not be able to click to
see the task detail.

If you roles prohibit you from viewing documents, you can still see document names in document lists
and detail screens, but you will be unable to view the actual documents.

The exact transactions that the dirrerent roles are able to perform can be viewer using the left-hand
menu item '''Administration - Transaction''' Profiles. Basically, anyone with a document production
role (e.g. PM, LE, etc. and the workflow roles) and create and update documents in the folders and
groups for which they have these roles.

The left-hand menu and the buttons change, depending on your roles. Generally menu items and
buttons for transactions that you are not allowed to perform are not displayed.

User roles for submittal recipients:

  || '''Role'''     || '''Description'''                          ||
  || Submittal-TO   || User is a primary recipient for submittals ||
  || Submittal-CC   || User is a CC recipient for submittals      ||
  || Submittal-BCC  || User is a BCC recipient for submittals     ||

User roles for task subscribers depend on the task types. See your site configuration guide.

'''Note that updating roles only applies to the current folder. If you need to update roles for a
different folder, you must change folders first.'''