User Roles, Settings and Actions

What Actions Can Each Role Make?

Below is a list of all the possible actions that each role can take. Check mark denotes they CAN do that action while an X means they cannot.

(Please note that these possible actions are hardcoded into your RForm account and can't be modified via User Settings in the Project Team area)

Settings	Manager	Prime	Owner	Contractor	Consultants
Add account managers
Add contacts
Downgrade/Upgrade Account Settings
Upload Company Logo
Cancel Rform Account
Proposed Change (PCO) and Change Directive (CD) Forms	Manager	Prime	Owner	Contractor	Consultants
Create PCO and CD forms
Edit PCO and CD forms
Delete PCO and CD forms
Issue PCO and CD forms
Submit Quotes
Edit Quotes
Comment on PCO and CD forms
Remove PCO and CD forms
Recommend PCO and CD forms
Accept PCO and CD forms
Supplemental Instruction (SI) Forms	Manager	Prime	Owner	Contractor	Consultants
Create SI forms
Edit SI forms
Delete SI forms
Issue SI forms
Comment on SI forms
Reply SI forms
Resolve SI forms
Request for Information (RFI) Forms	Manager	Prime	Owner	Contractor	Consultants
Create RFI forms
Edit RFI forms
Delete RFI forms
Issue RFI forms
Reply RFI forms
Resolve RFI forms
Comment on RFI forms
Certificate for Payment (CFP) Forms	Manager	Prime	Owner	Contractor	Consultants
Create CFP forms
Edit CFP forms
Delete CFP forms
Issue CFP forms
Remove CFP forms
Comment on CFP forms
Certify CFP forms
Schedule of Value (SOV) Form	Manager	Prime	Owner	Contractor	Consultants
Create SOV line items
Edit SOV line items
Delete SOV line items
Project Files	Manager	Prime	Owner	Contractor	Consultants
Upload Files
Rename Files
Move Files
Copy Files
Download Files
Delete Files
Submittals (SX) & Transmittals (TX)	Manager	Prime	Owner	Contractor	Consultants
Log SX Items
Edit SX Items
Delete SX Items
Create SX Review
Create TX Form
Edit TX Form
Issue TX Form
Delete TX Form