Managing User Role Permissions

Overview

SpecLink Cloud has six default user roles. The System Manager role is the only one to have the ability to view and edit the permissions of these roles.

This article will cover the following topics:

• Default User Roles
• Default User Role Permissions
• Editing User Role Permissions

Default User Roles

 The default user roles for SpecLink Cloud are System Manager, Manager, Expert, and Standard.

• System Manager: the person in charge of your organization's specification writing or the manager overseeing the use of SpecLink Cloud. This role can access all available features, add or remove users, and designate the role for each user. The System Manager is capable of updating system role permissions. 
• Manager: a senior specification writer, manager, or project coordinator. This role can access all available features, add or remove users, and designate the role for each user. 
• Expert: a senior or mid-level specification writer or manager. This role has all of the permissions of the Standard User and in addition, has advanced editing access to allow accepting Master updates into a project and creating links
• Standard: a part-time specification writer or team member that is responsible for reviewing sections. This role can check sections out and in, and has access to basic editing functionality.
• License Manager: an additional admin/IT style role focused on user management that does not count against the user license count. A License Manager will not have any access to any project or office master specifications.
• BIM Manager: an additional role designed for Revit users to utilize the SpecLink Cloud Revit Plug-In to sync models to projects. The BIM Manager role does not count against the user license count, and will not have any access to any project or office master specifications.

Default User Role Permissions

The default roles in SpecLink Cloud can be customized based on the needs of your organization. Each row in the list of role permissions displays the lowest role that has access to the corresponding feature. A feature that displays "Standard 2" indicates that the Standard 1, Standard, all Expert, all Manager, and System Manager roles all have access to the feature. 

License Manager and BIM Manager are not listed as a selectable role permission option,  as their access is tied to the role itself and cannot be changed.

The default user role permissions are included in the attached file located at the bottom of this article for your reference and convenience.

Editing User Role Permissions

By default, the System Manager role is the only one that can edit the permissions for each of the three role families.

Follow the step below to edit the user role permissions.

1. From the SpecLink Cloud dashboard, click the People tab.
   
   

2. From the People area, click the Role Permissions tab.
   
   

3. Each area of access will be listed in the Role Permissions window. For example, the Projects area is pictured below.
   
   
   
   Each row displays the lowest role that has access to the corresponding feature. A feature the displays  "Standard 2" indicates that the Standard 1, Standard, all Expert, all Manager, and System Manager roles all have access to the feature.

4. Utilize the pull-down menu of the default role to change the role permission to that feature.
   
   

The video below details the steps for managing and editing user role permissions.

Below, we've added an MS Excel® spreadsheet that lists all of the role permissions with their default settings as well as a place for users to enter any changes made to them.