Back Folders and Groups -- Up Table of Contents -- Next System Configuration
Users and User Roles
Contents
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
Administrator Roles
Root
System administration (for SoftXS support only)
Administrator
Site administrator, can create and update user and user roles.
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.
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.
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.