Submittal Permissions

Submittal permissions affect how users interact with the system. These settings should be applied before the start of the submittal process to ensure all users are able to perform their expected duties.

Permission Levels

The Submittal module has four permission levels:

Users in this role can view submittal items and packages. This permission is typically given to design reviewers and to subcontractors who need to reference the submittal documentation, but are not directly participating in the review process.

A user with this permission is NOT blocked from viewing comments and attachments while a submittal is in the review process.

Users in this role can add and edit submittal items and packages, import a submittal register, create a submittal package, and attach documents to submittals. This permission blocks the user from viewing comments and attachments while the submittal is in design review, and until the submittal coordinator releases the final package to the contractor. This permission level is typically intended for the general contractor who is serving as the “air traffic controller” for the submittal review documentation.  Sometimes the owner’s project manager handles this function.

This permission also gives access to the project-level Submittal Settings, and therefore should be carefully controlled.

Users in this role can create new submittal items and packages, import submittal registers and submit the documentation to the general contractor. This permission level is intended for subcontractors who are kicking off the design review of some or all of the submittal items in order to relieve some of the documentation burden from the General Contractor. This permission blocks the user from viewing comments and attachments while the submittal is in design review, and until the submittal coordinator releases the final package to the contractor.

The Create permission allows team members to create revisions and close their own submittal items. Own items are defined as submittal items where the team member was the original author or is the current "Held By" person.

Once at least one role has been granted the Create Submittals permission, then the Subcontractor Options section is visible in the project-level Submittal Settings page.

Users in this role can edit the settings on the project-level Submittal Settings page.

To manage submittal permissions

  1. Click Setup.
  2. In the Administration Tools section on the left pane, expand Users.
  3. Click Permissions By User. Individual users are listed in the tabs on the Permissions By User page.
  4. Click the name of the user whose permissions you'd like to change. The permissions settings are now editable.
  5. Click the Submittals tab.

    6. From this page, choose to assign submittal permissions by role or by user.

  6. In either the Roles section or the Users section, select the check box(es) for the permission settings you'd like to assign.
  7. Click Save Changes.