Project Scope Roles
In this article, we list the default users and groups that are assigned to the Project scope roles and the functionality that is available to these roles in PowerWeb. Roles may be assigned to users or groups for specific folders as described in Assign Security Roles To a Folder. Users may be added to groups as described in Manage User Groups.
Scope Role to User Group Default Mapping
The table below lists the default user groups assigned to each scope role. Your Tenant Administrator may add or remove user groups from each scope role. For more information, contact your Tenant Administrator.
Role |
Description |
Default Assignment |
---|---|---|
Approver |
Approve data inside assigned projects |
Approvers |
Contractor |
Edit assigned data inside assigned projects |
No default assignments |
Contributor |
Edit data inside assigned projects |
All Trusted Contractors Designers DC Engineering |
Document Controller |
Release documents and send documents to Meridian Portal |
Senior DC |
Project Owner |
All actions inside assigned projects, including deleting |
DC Operations |
Reviewer |
Review data inside assigned projects |
Reviewers |
Functionality Available to these Scope Roles
The functionality made available by each scope role is indicated in the following table. Scroll the table to see additional functionality. Functionality that is not listed in the table is not made available.
The functionality listed in this table does not necessarily correspond to individual security privileges—they may include multiple security privileges or they may not be controlled by a privilege at all. If a scope role makes a functionality available that is not allowed by a user's security role, the user's security role will override the scope role.
Category |
Action |
Reviewer |
Approver |
Contractor |
Contributor |
Document Controller |
Project Owner |
---|---|---|---|---|---|---|---|
Tenancy | Connect to server |
Available |
Available |
Available |
Available |
Available |
Available |
Tenancy | View dashboard |
Available |
Available |
Available |
Available |
Available |
Available |
Vault | Save search results |
Available |
Available |
Available |
Available |
Available |
Available |
Vault | Build report |
Available |
Available |
Available |
Available |
Available |
Available |
Vault | Find project |
Available |
Available |
Available |
Available |
Available |
Available |
Vault | Find document |
Available |
Available |
Available |
Available |
Available |
Available |
Document | Download document |
Available |
Available |
Available |
Available |
Available |
Available |
Document | Show revisions |
Available |
Available |
Available |
Available |
Available |
Available |
Document | View workflow |
Available |
Available |
Available |
Available |
Available |
Available |
Document | View document information |
Available |
Available |
Available |
Available |
Available |
Available |
Document | View document history |
Available |
Available |
Available |
Available |
Available |
Available |
Document | View comments |
Available |
Available |
Available |
Available |
Available |
Available |
Document | View audit trail |
Available |
Available |
Available |
Available |
Available |
Available |
Document | View master and project copies |
Available |
Available |
Available |
Available |
Available |
Available |
Document | Update thumbnail |
Available |
Available |
Available |
Available |
Available |
Available |
Document | View manual references |
Available |
Available |
Available |
Available |
Available |
Available |
Document | View hybrid parts |
Available |
Available |
Available |
Available |
Available |
Available |
Document | View linked tags |
Available |
Available |
Available |
Available |
Available |
Available |
Document | See deliverable status |
Available |
Available |
Available |
Available |
Available |
Available |
Document | Batch update document information |
Available |
Available |
Available |
Available |
Available |
Available |
Document | Create comment |
Available |
Available |
Available |
Available |
Available |
Available |
Document | Review document |
Available |
Available |
Available |
Available |
Available |
Available |
Document | Link tags to document |
Available |
Available |
Available |
Available |
Available |
|
Document | Approve document |
Available |
Available |
Available |
Available |
||
Document | Close comments |
Available |
Available |
Available |
Available |
||
Document | View rendition job status |
Available |
Available |
Available |
Available |
||
Document | Restart or cancel rendition job |
Available |
Available |
Available |
Available |
||
Document | Find master document |
Available |
Available |
Available |
Available |
||
Document | Require merge |
Available |
Available |
Available |
Available |
||
Document | Confirm merged / superseded |
Available |
Available |
Available |
Available |
||
Document | Attach rendition |
Available |
Available |
Available |
Available |
||
Document | Update rendition |
Available |
Available |
Available |
Available |
||
Document | Unlock rendition |
Available |
Available |
Available |
Available |
||
Document | Import document |
Available |
Available |
Available |
Available |
||
Document | Upload document |
Available |
Available |
Available |
Available |
||
Document |
Properties to file |
|
Available |
Available |
Available |
||
Document |
Properties from file |
|
Available |
Available |
Available |
||
Document |
Reference from file |
|
|
|
Available |
Available |
Available |
Document | Issue new file name |
Available, unless |
Available, unless |
Available, unless |
Available, unless |
Available |
Available |
Document | Change revision |
Available, unless |
Available, unless |
Available, unless |
Available, unless |
Available |
Available |
Document | Lock document |
Available |
Available |
Available |
Available |
||
Document | Unlock document |
Available |
Available |
Available |
Available |
||
Document | Unlock document for others |
Available |
Available |
||||
Document | Create manual reference |
Available |
Permitted |
Available |
Available |
||
Document | Delete manual reference |
Available |
Available |
Available |
Available |
||
Document | Add hybrid part |
Available |
Available |
Available |
Available |
||
Document | Delete hybrid part |
Available |
Available |
Available |
Available |
||
Document | Rename hybrid part |
Available |
Available |
Available |
Available |
||
Document | Update hybrid part |
Available |
Available |
Available |
Available |
||
Document | Submit document for review |
Available |
Available |
Available |
Available |
||
Document | Create document |
Available |
Available |
Available |
Available |
||
Document | Edit properties |
Available |
Available |
Available |
Available |
||
Document | Convert to hybrid |
Available |
Available |
Available |
|||
Document | Copy document |
Available |
Available |
Available |
|||
Document | Reassign To-Do Person |
Available |
Available |
Available |
|||
Document | Import document |
Available |
Available |
Available |
|||
Document | Initiate document change workflow |
Available |
Available |
Available |
|||
Document | Initiate review workflow |
Available |
Available |
Available |
|||
Document | Link project to Portal |
Available |
Available |
||||
Document | Import documents to Portal |
Available |
Available |
||||
Document | Export documents to Portal |
Available |
Available |
||||
Document | Make obsolete |
Available |
Available |
||||
Document | Undo make obsolete |
Available |
Available |
||||
Document | Reroute documents |
Available |
Available |
||||
Document | Set deliverable status |
Available |
Available |
||||
Document | Change document type |
Available |
Available |
||||
Document | Revoke quick change |
Available |
Available |
||||
Document | Revoke change |
Available |
Available |
||||
Document | Initiate and perform quick change |
Available |
Available |
||||
Document | Continue change after rejection |
Available |
Available |
||||
Document | Release as master 1 |
Available |
Available |
||||
Document | Link to master |
Available |
Available |
||||
Document | Unlink from master |
Available |
Available |
||||
Document | Delete document |
Available |
Available |
||||
Document | Discard project copy |
Available |
|||||
Document |
Close project |
|
|
|
|
|
Available |
Document | Edit project information |
Available |
|||||
Document | Archive document |
Available |
|||||
Document | Rename |
Available, unless |
Available, unless |
Available, unless |
Available, unless |
Available |
Available |
Document |
Create a Folder |
|
|
|
|
Available |
Available |
Document |
Delete a Folder |
|
|
|
|
Available |
Available |
1. To release as master from projects, the Master Manager and Archive Manager roles are also required.