Roles are company defined titles given to all RedTeam Flex users. The function of Roles is to limit or open access to specific features in RedTeam Flex, such as the ability to uncommit, manage configurations, add/edit/delete certain entities, view some tabs and features, etc. Roles are also very important when configuring your Approvals Workflow--a matrix for approving Invoices. Users may have more than one Role. These can be managed by editing a user profile.
1. Create a New Role
Roles are company defined titles given to all RedTeam Flex users. The function of Roles is to limit or open access to specific features in RedTeam Flex, such as the ability to uncommit, manage configurations, add/edit/delete certain entities, view some tabs and features, etc. To create a new Role to assign to RedTeam Flex users, follow the instructions below.
Steps:
From the Configuration section, click "Roles & Permissions" (under the heading: Employees).
Click the New (+) icon.
Give the Role an ID (short name, no spaces)
Name the Role (this is how it will appear in dropdowns for selection)
Select the Access Level (ability to have access to Projects within a specific division v. the entire company)
Select the Role Type (Service Provider for internal Employees)
Select the Training Role to assign the videos the user should watch in the HelpCenter and to control wich tiles appear on the Company Dashboard.
Choose Autogenerate if you want users with this Role to have automatic access to all Projects and be added to all new Project Teams.
Click "Save".
Once saved, the list of Permissions will load and you may begin searching for and selecting Permissions for this new Role.
Alternatively, click "Close" and use the Import option to import Permissions from another existing Role.
2. Edit a Role
Once created, Roles may be updated at any time by a System Administrator or user with Permission to manage this section of the Configuration menu. Roles have basic settings which control certain aspects of the Role, such as access to certain parts of the database. Hover your mouse over the Tool Tips (?) to see more information.
This article describes how to Edit the basic settings of a Role. To manage the Permissions, you must Open the Role.
Steps:
From the Configuration section, click "Roles & Permissions" (under the heading: Employees).
Locate the Role in the list of Roles & Permissions
Click the tools icon.
Click "Edit"
In the Edit Role screen, you may modify the Role Name, Access Level, Role Type, Training Role and/or Autogenerate settings.
Click "Save"
3. Manage Role Permissions
Roles are company defined titles given to all RedTeam Flex users. The function of Roles is to limit or open access to specific features in RedTeam Flex, such as the ability to uncommit, manage configurations, add/edit/delete certain entities, view some tabs and features, etc.
To update the Permissions for a Role, you can Open the Role in the Configuration menu. Once Opened, you can browse the menu categories or use the search function to look for specific Permissions to add or remove.
Steps:
From the Configuration section, click "Roles & Permissions" (under the heading: Employees).
Locate the Role in the list of Roles & Permissions
Click the tools icon.
Click "Open"
Choose a menu to display the list of Permissions for that menu.
Alternatively, use the search function to search keywords for a specific Role.
Check or uncheck the boxes for Permissions you want to add or remove for this Role.
Click "Save"
4. Autogenerate Access to Projects
When a Project is created in RedTeam Flex, a Project Team is automatically generated and places some employees with specific roles onto the Team. To manage which roles will be given automatic access to new and existing Project Teams, and which roles will require users to be added manually to a Team, visit Roles & Permissions in the Configuration section of RedTeam Flex.
Steps:
From the Configuration section, click "Roles & Permissions" (under the heading: Employees).
Locate the Role and click the tools icon.
Click "Edit"
Click to select or deselect the Autogenerate checkbox.
Click "Save".
5. Standard Permissions by User Role
Every user Role in RedTeam Flex has associated permissions. This is a list of permissions that our standard default roles include.
Business Developer (Sales, AVP - Design & Development):
Opportunities, See timesheet for all Employees, Add or Edit Expenses for All Employees, Create new Customers, Add and Edit New Vendors, See List of Projects, Create new Projects, Scope & Plans and Specs to Projects, Access WIP tab, View Progress Reports, Create Vendor Commitment, Create RFI and FYI's.
Controller (HR Assistant):
Payroll, Equipment, Time, Expenses, Add new Vendors, Create Vendor Invoices and Approve them, Create and Edit New Customers, Opportunities, Access to all in transactions Menu, All Projects (can do almost anything within a Project + Create new Projects) Can Access almost all in Configuration
Estimator:
Add Edit own Expense and Time, Add & Edit Vendors, Crate Vendor Invoice and Approve, View customer Profile, View WIP tab, Access Scope tab in Project and Edit Scope, Add Plans and Specs, Create Change Order Request, View Executed Contracts, View and Modify Budget in Project, Manage Vendor quotes, Create and Edit Customer Invoice, Add & Edit Schedule of Values, Create RFI & FYI's, Add Meeting Agenda and Meeting Minutes, Create Progress Reports, Modify Project Schedules, Manage Punch List, Manage Submittals, Create New Project.
Operations Manager (Owner, President, Preconstruction Manager also assigned Estimator):
Add only own expenses but can view all expenses for all Employees, Create and Edit Time for All Employees, Create new Vendors, Approve or Reject vendor invoices, Create and View all Customer Profiles, Limited Access in Opportunities, View and Manipulate almost all in Project + Create New Project, In Transactions view receivable aging, In Configurations- Create or Modify Entity Credentials, Manage Supplemental Markups
Project Accountant:
All Expenses and Timesheets for all Employees, Create New Vendors, Crate Vendor Invoice and Approve or Reject, View Customer Profile, View Customer Aging, View Opportunities, Access to assign Projects (but can be given access to all projects if needed), Access WIP tab, Access Scope tab, Contracts tab, Can change Status of a Project, View signed contract attached to Project, Access and Modify Project Budget, View Vendor Commitments, View Accounts Payable, Manage Billing tab for Customers, View Progress Reports, View Project Schedule, Access Bids tab for All Projects, Most Permissions within the Transactions menu, Configurations- Add and Edit New Required Vendor Credentials
Project Coordinator (Sr. Project Engineer, Office Coordinator, Doc Control, HR Manager ):
View All Employee Expenses and Timesheets, Add and Edit own Expenses and Timesheet, Create and Edit Vendors, View Vendor Invoice and Payment, View customer Profile, Access to view Opportunities they have been included in.
Project Manager (Construction Consultant):
View All Employee Expenses and Timesheets, Add and Edit own Expenses and Timesheet, Create and Edit Vendors, View Vendor Commitments, Approve or Reject vendor invoices, Vendor Aging, Create New Customers and View all Customer Profiles, Add Employees to have Access to Opportunities already created, View WIP tab, Access Scope tab in Project and Edit Scope, View and Manipulate almost all in Assigned Project + Create New Project, Add Plans and Specs, View signed contract attached to Project, Create Change Order Request, View and Modify Budget in Project, Manage Vendor quotes, Add & Edit Schedule of Values, Create RFI & FYI's, Add Meeting Agenda and Meeting Minutes, View Invoices, View Receivable Aging, Configurations- Add and Edit New Required Vendor Credentials
Service Provider Administrator:
Full Access to database- All company financials and all Employee profiles and all Configuration in RedTeam Flex ( Custom Roles may be created to limit access for the Admins as a Limited Admin)
Site Manager (Superintendent, Assistant Superintendent):
View All Employee Expenses and Timesheets, Add and Edit own Expenses and Timesheet, View WIP tab, VIew latest version of Plans and Specs, Create RFIs, View Submittals Create punch lists, Create and fill out most of the fields in Progress Reports, Aging only for Projects assigned to
Laborer:
Add time and expenses for themselves.