Capabilities and object permissions determine which data a project participant can access and which functions he can use edit objects (e.g. documents, drawings or messages).
Capabilities are managed in projects by roles and determine which applications and functions the project participants can use, for example: create documents or to use the tender module.
Capabilities are bundled together in roles and are assigned to individual project participants. When a new Project Space or a new organization is created two standard roles "Default Project Creator / Standard Projektinitiator" and "Default Project Participant / Standard Projektteilnehmer" are automatically generated.
All project participants are automatically assigned the "Default Project Participant / Standard Projektteilnehmer" role and, as a result, can use the most important basic functions. If you liked to assign administration permissions to a project participant in your project you must assign him the standard role "Default Project Creator / Standard Projektinitiator" or any other administration role (which you created).
In addition, a project administrator can assign further capabilities to project participants via standard roles or new, created roles. A project participant can thus be assigned to several roles. The capabilities are additionally available to him.
|Note: Participants can only use the capabilities of the roles in a project if they have the proper license (PM Basic or Professional). The license has a higher priority than the project roles and thus defines the maximum capabilities which you can use in a project.
Example: If a participant has the PM Basic license but in a project he is assigned to the standard role, then he cannot use the capabilities / functions "create documents" or "upload drawings" as these are not included in the PM Basic license.If this user should upload documents and drawings then he needs to have the PM Professional license.
You find information regarding your license on the "Start” page at "My profile". If you do not find the "PM Professional" license there, our sales representatives team is happy to assist you.
|Note: If you need certain capabilities for a project, which are not included in the PM Professional license, you can have these enabled by conject as an additional module (e.g. tenders or workflows) for the project. Additional modules are then available to all project participants on an unlimited basis and independent of a license.|
Object Permissions (read , write , and full access ) regulate the access to objects (e.g. folders, documents, or drawings). Each permission enables you to do certain actions with an object, such as viewing, downloading, or editing.
Permissions are assigned via the object Properties to groups or participants. We recommend to assign permissions for folders and files only to groups as you can administer these permission via the Folder-Permissions-Matrix. Additionally you will have a better overview about who has access to which folders and files when using groups.