Project user roles

Each user in a project has a role. The roles available depend on the user's company type. The role decides which features the user can use.

Roles by company type

Client

• Project Manager (PM)
• Higher Management (HM)
• Management (M)
• Planner (P)
• Project Engineer/Coordinator (PE/CO)
• Site Supervisor (SS)

Consultants

• PM SO Rep/Consultant (PM/SO)
• Architect/Engineer (AR/E)
• RE/RTO
• Principal Lean Consultant (PLC)

Main Contractor

• Project Director (PD)
• Project Manager (PM)
• Construction Manager/Site Manager (CM/SM)
• Planner (P)
• Project Engineer/Coordinator (PE/CO)
• Site Supervisor (SS)

Sub Contractor

• Project Manager (PM)

What each role can do

The table lists features in the left column, Features. Roles run across the top, grouped by company type. Y means yes, the role can use the feature. N means no.

For example, follow the PM column in the Main Contractor section. Every feature has a Y, so this role can use all features. In the Site Supervisor column, features such as Create Activity and Edit Activity have an N. A Site Supervisor cannot use them.