Use the options in this dialog box to customize a Project role that you created.
General
Field | Description |
Edit Projects
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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.
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Manage Project Workflow
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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.
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Resources
Field | Description |
View Project Resources
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This setting determines if users can view assigned participants to a Project. Setting this to
Off hides the Resources tab.
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Add, edit or delete Project Resources
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This setting determines if users can add or remove users who are assigned to a Project.
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Folder
Field | Description |
See Folders
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This setting determines if users can view folders.
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Edit Folders (name, description)
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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.
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Add content (Folders, files)
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This setting determines if users can add folders and files.
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Delete Folders
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This setting determines if users can delete folders within a Project.
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Asset
Field | Description |
View Assets Tab
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This setting determines if users can view the Assets tab in a Project.
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See Assets
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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.
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Edit Assets
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This setting determines if users can edit Asset information from the Assets screen.
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Delete Assets
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This setting determines if users can delete Assets from the Assets screen.
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Download Assets
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This setting determines if users can download Assets from the Assets screen.
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Show/Hide Assets Tab
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This setting determines if the Assets tab is visible to the user.
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To-do (Deprecated)
Field | Description |
Add To-dos
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This setting determines if users can add To-dos.
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Edit To-dos
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This setting determines if users can edit To-dos.
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Delete To-dos
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This setting determines if users can delete To-dos.
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See all To-dos
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This setting determines if users can see the To-dos.
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Review
Field | Description |
Add Reviews
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This setting determines if users can add Reviews.
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Edit Reviews
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This setting determines if users can edit Reviews.
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Delete Reviews
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This setting determines if users can delete Reviews.
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See all Reviews
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This setting determines if users can view the Reviews.
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Edit all Reviews
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This setting determines if users can edit all Reviews.
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Delete all Reviews
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This setting determines if users can delete all Reviews.
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Globally Approve/Reject Reviews
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This setting determines if users can globally approve or reject Reviews.
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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
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This setting determines if the user can use Feedback flags in the Proofing Workspace.
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Resolve Feedback flags
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This setting determines if the user can use Feedback flag resolutions to resolve flags.
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See Asset comments
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This setting determines if the user can see comments on Assets.
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Add Asset comments
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This setting determines if the user can add comments to Assets.
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Promote comments
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This setting determines if the user can promote comments.
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Edit their own Asset comments
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This setting determines if users can modify their own Asset comments.
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Edit any Asset comments
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This setting determines if the user can modify Asset comments added by other users.
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Delete their own Asset comments
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This setting determines if users can modify their own Asset comments.
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Delete any Asset comments
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This setting determines if the user can delete Asset comments by other users.
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View Asset comment replies
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This setting determines if the user can view Asset comment replies.
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Add Asset comment replies
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This setting determines if the user can reply to Asset comments.
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Edit their own Asset comment replies
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This setting determines if users can modify their own Asset comment replies.
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Edit any Asset comment replies
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This setting determines if the user can modify Asset comment replies by other users.
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Feeds
Field | Description |
Post to the Activity feed
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This setting determines if users can post directly to the Project-level Activity feed.
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