Submittals

Security Roles

The following security settings are located on the Security Roles screen.

	Name of item	Assigning this item to your Security Role means you can...
Programs	Submittal	Open the Submittals screen.
Menu Items	Submittals	View the Submittals screen in the Treeview menu.
Privileges	Submittal – Make Record Public	Use the 'Public Record' checkbox on both the Batch Edits screen and Submittal Detail tab of the Submittals screen.

Project Roles

The following privileges are located in the Submittal section of the pop-up window launched from the 'View/Create/Update/Delete All Objects' link on the Project Roles screen.

Checkbox	Check this box to...	Recommended for...
View All	View all submittal records. Without this privilege users can only see submittals where they are assigned as a reviewer or CC.
Create All	Create new submittal records.	Subcontractors, Architects, Project Managers
Update All	Edit submittal records.	Subcontractors, Architects, Project Managers
Delete All	Delete submittal records.

The following privilege is located in the Maintenance section on the Project Roles screen.

Checkbox	Check this box to...	Recommended for...
Maintain Submittals Spec Section LOV	Add new values to the Spec Section field on the Submittals screen.	Project Managers

The following privileges are located in the Other section on the Project Roles screen.

Checkbox	Check this box to...	Recommended for...
Update Submittals from Bid Item screen	Use the [Update Submittals] button in the main toolbar of the Bid Items screen.
Delete/Remove multiple Submittals in Submittal Package	Allow only one instance of a submittal record in a submittal package.
Link Collaboration Users to Full Submittal Program	Include a link to the standard Submittal screen in IO Emails sent to collaboration (external) users.	Subcontractors, Architects, Project Managers
Allow Collaborators to edit Submittal History	Allow Collaborate users to use the [Edit History] button on the Submittals screen.

The following privileges are located in the Reviewers Table section on the Project Roles screen.

Checkbox	Check this box to...	Recommended for...
Hide Reviewer Section – Submittals	Hide the Reviewers section in the Submittals screen.