03. How to Setting up the Project Roles

03. How to Setting up the Project Roles

CTMS provides module to customize CTMS users with user roles on the real site location. 

Following the steps to set up the Project Roles: 

 Login to CTMS as an Administrator user. Click on Data Setup > Project Roles

On the Project Role Management page, the user will able to Add a new role (a), Edit (b), and Remove the existing roles (c).  

To add a new role, the user needs to fill in the and role name, then select the permission of the new role. Following the explanation for the permission : 

  • Vendor available? : this role is to set the new role as vendor/subcontractor user only.
  • Allow Revoke: this permission is for setting up the user who able to do Revoke of the form.  

After all of the requirements are filled up, then press on SAVE to save the new role.

Please Note:

  • Do not delete the project role that is being applied to the form workflow, this will cause an error in the form.
  • Do not rename the project role while the project role is still being applied to the workflow form. This can cause confusion for other users because the project role name and workflow form do not match.
  • Even though it is checked, the "Vendor available" can also be used for maincon users. But it would be better to separate project roles on maincon and subcon. Example: Applicant (maincon) and Subcon Applicant (subcon)

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