Use the options in this dialog box to customize a Project role that you created.
General
| Field | Description |
|---|
| Edit Projects
|
This setting determines if users can make edits to a Project they are part of. Set it to
On if they will be leading or managing Projects; set it to
Off if they will only be participants.
|
| Manage Project Workflow
|
This setting determines if users can pause, stop, or restart the workflow attached to a Project. Set this to
Off for users who are not administering Projects.
Important: Workflows are available only in the Enterprise Edition of ConceptShare.
|
Resources
| Field | Description |
|---|
| View Project Resources
|
This setting determines if users can view assigned participants to a Project. Setting this to
Off hides the Resources tab.
|
| Add, edit or delete Project Resources
|
This setting determines if users can add or remove users who are assigned to a Project.
|
Folder
| Field | Description |
|---|
| See Folders
|
This setting determines if users can view folders.
|
| Edit Folders (name, description)
|
This setting determines if users can edit folder names and descriptions.
Note: To edit or delete folders, the
See Folders setting must be set to
Yes.
|
| Add content (Folders, files)
|
This setting determines if users can add folders and files.
|
| Delete Folders
|
This setting determines if users can delete folders within a Project.
|
Asset
| Field | Description |
|---|
| View Assets Tab
|
This setting determines if users can view the Assets tab in a Project.
|
| See Assets
|
This setting determines if users can view Assets from the Assets screen.
Note: For Reviewers to see an Asset inside a Review, set this option to
Yes.
|
| Edit Assets
|
This setting determines if users can edit Asset information from the Assets screen.
|
| Delete Assets
|
This setting determines if users can delete Assets from the Assets screen.
|
| Download Assets
|
This setting determines if users can download Assets from the Assets screen.
|
| Show/Hide Assets Tab
|
This setting determines if the Assets tab is visible to the user.
|
To-do (Deprecated)
| Field | Description |
|---|
| Add To-dos
|
This setting determines if users can add To-dos.
|
| Edit To-dos
|
This setting determines if users can edit To-dos.
|
| Delete To-dos
|
This setting determines if users can delete To-dos.
|
| See all To-dos
|
This setting determines if users can see the To-dos.
|
Review
| Field | Description |
|---|
| Add Reviews
|
This setting determines if users can add Reviews.
|
| Edit Reviews
|
This setting determines if users can edit Reviews.
|
| Delete Reviews
|
This setting determines if users can delete Reviews.
|
| See all Reviews
|
This setting determines if users can view the Reviews.
|
| Edit all Reviews
|
This setting determines if users can edit all Reviews.
|
| Delete all Reviews
|
This setting determines if users can delete all Reviews.
|
| Globally Approve/Reject Reviews
|
This setting determines if users can globally approve or reject Reviews.
|
Note: Only set the
Edit all Reviews and
Delete all Reviews to
Yes for key players in your account to minimize the variables that impact their permissions.
Comment (Not in a Review)
| Field | Description |
|---|
| Use Feedback flags
|
This setting determines if the user can use Feedback flags in the Proofing Workspace.
|
| Resolve Feedback flags
|
This setting determines if the user can use Feedback flag resolutions to resolve flags.
|
| See Asset comments
|
This setting determines if the user can see comments on Assets.
|
| Add Asset comments
|
This setting determines if the user can add comments to Assets.
|
| Promote comments
|
This setting determines if the user can promote comments.
|
| Edit their own Asset comments
|
This setting determines if users can modify their own Asset comments.
|
| Edit any Asset comments
|
This setting determines if the user can modify Asset comments added by other users.
|
| Delete their own Asset comments
|
This setting determines if users can modify their own Asset comments.
|
| Delete any Asset comments
|
This setting determines if the user can delete Asset comments by other users.
|
| View Asset comment replies
|
This setting determines if the user can view Asset comment replies.
|
| Add Asset comment replies
|
This setting determines if the user can reply to Asset comments.
|
| Edit their own Asset comment replies
|
This setting determines if users can modify their own Asset comment replies.
|
| Edit any Asset comment replies
|
This setting determines if the user can modify Asset comment replies by other users.
|
Feeds
| Field | Description |
|---|
| Post to the Activity feed
|
This setting determines if users can post directly to the Project-level Activity feed.
|